Bloks. The Un-CRM.
Advisor Meeting Prep Software for Canada’s Wealth Advisors
You booked this client meeting three weeks ago. It starts in twenty minutes, and prep has not started. Somewhere in your inbox sits the message about selling the cottage. Somewhere in your CRM sits the meeting note from the last annual review. Advisor meeting prep software resurfaces both before you go looking. Bloks writes the pre-meeting brief while you are still in the meeting before this one.
No setup. No training.
Client meeting prep
Why Wealth Managers Lose Twenty Minutes Before Every Client Meeting
Wealth managers rarely lose an afternoon to client meeting preparation. They lose it in twenty-minute pieces, once per client meeting, all week.
The tabs open in the same order: CRM, inbox, calendar, financial plan, the folder holding the last KYC update and the client’s meeting notes. None of it is difficult. All of it is retrieval, the admin work software should do. The better AI tools for financial advisors automate meeting preparation instead of documenting it afterwards.
Hours Lost Pulling Client Data From Your CRM and Financial Plan
Client data does not sit in one place. Some lives in your CRM. The rest is spread across financial plans, email threads from March, and past meeting notes an assistant typed after a phone call. Assembling that client history by hand is the least valuable data entry in wealth management. Nobody trained for eight years to prepare for client meetings by opening tabs.
What you need is small and scattered: a change in risk tolerance, updated beneficiaries, a new grandchild, open tasks nobody closed. One of them is the icebreaker that makes the first five minutes work. Miss it and the client notices.
Bloks
A meeting you prepared for badly is worse than one you did not prepare for at all, because the client can tell the difference.
What Manual Work Misses Across a Wealth Management Book of Business
Manual preparation scales badly. It works for the ten client relationships you know by heart and fails across the rest of the book of business, where details blur and the last client conversation was fourteen months ago.
That gap widens as AUM grows. No practice holds four hundred households of financial goals and investment goals in memory, so meeting prep quality tracks how recently you spoke to someone rather than what the client relationship is worth. The Un-CRM for financial advisors inverts that. The client record maintains itself, client profiles stay current in real-time, and every client gets the preparation you would give your largest one.
households in a
growing book of business
How it works
How a Pre-Meeting Brief Builds Itself
Not a form you fill in earlier
No template to configure
No integration to wire up
A pre-meeting brief in Bloks is not a form you fill in earlier. The briefing assembles itself from what your practice already said and wrote, then arrives before you need it. Meeting Intelligence automates the assembly, and data entry automation runs underneath it. There is no template to configure and no integration to wire up. See the AI operating system your practice runs on for how the layer fits together.
Assembled Automatically From Emails, Calls, and Past Meetings in Your CRM
Bloks captures every client conversation as it happens: Microsoft Teams, Zoom, Google Meet, Webex, in-person and virtual meetings, mobile calls. No bot joins. The client record builds itself from meetings, emails, and documents, and the briefing draws on all of it.
Each briefing pulls together the context that matters before you walk in:
Decisions made and action items committed to at the last client meeting
Life events, family milestones, and personal preferences mentioned in passing
Outstanding tasks and open commitments, with the name of whoever owns them
Documents, email threads, and past meeting notes filed since you last spoke
Conversation starters and topics to discuss, drawn from client history
Talking points and a live company snapshot for business owner clients, in one 360-degree client overview
Draft emails ready to send ahead of an upcoming meeting
That is meeting prep automation working properly: full meeting context in under sixty seconds, assembled before you asked.
Assistant-Enriched Briefs for Upcoming Meetings Across an RIA or MGA Team
Bloks
Client intelligence stops living in one head.
Assistants handle more meeting prep than advisors do. Bloks gives them their own licence and the same client insights, so an assistant enriches the meeting preparation for upcoming meetings, then delegates action items back without a handoff email.
At RIAs and MGA teams that shared layer beats any feature. Client intelligence stops living in one head. When a licensed financial security advisor leaves, the client history stays. That is the hidden cost of context loss practices price only after it happens.
Free trial · 14 days
Free trial
Start a Free Trial and See Your First Brief
Fourteen days, every feature, no setup. Your next client meeting is captured and briefed before you finish reading the welcome email.
14 days
Every feature
No setup
Agendas built for the meeting type
A Financial Advisor Meeting Agenda for Every Meeting Type
A discovery call and a fifth annual review need different preparation. Bloks builds a financial advisor meeting agenda shaped to the meeting type in front of you, from the client history that exists. Meeting types are configurable, so the structure matches how your practice actually runs. The proposed agenda is a starting point, not a script. Edit it, reorder it, ignore half.
Discovery Meeting Context and a Proposed Agenda for New Prospects’ Financial Goals
A discovery meeting has almost no file behind it. What exists is scattered: a referral email, a LinkedIn profile, whatever the prospect said when booking. Bloks gathers it into a proposed agenda with conversation starters, so the first client meeting starts somewhere real.
Questions that surface financial goals and risk tolerance are what you want time for. Financial planning, retirement planning, estate planning, and tax planning get easier to scope once the first client meeting is captured. Customer onboarding then starts from a populated client profile, with form filling handled from conversation data instead of a blank fact finder.
Annual Review Meeting Agendas Built on Portfolio History
An annual review meeting is a conversation about what changed. Bloks builds meeting agendas from the record of the last one: portfolio decisions discussed, commitments made, household history that shifted since.
Nothing is reconstructed from memory at eleven at night. Transcripts stay available when a detail needs checking, so anything in the brief can be verified against what was actually said. The client mentioned a daughter starting university, so it appears. You promised to revisit the beneficiaries on a policy, so that appears too, still open, with your name on it. Every line is cited, traceable to the client meeting it came from.
Standardized across the practice
Meeting Preparation at the Scale of a Wealth Management Practice
Meeting preparation stops being a personal habit once a practice has more than one advisor. It becomes a standard, and standards need a system under them. Bloks applies standardized meeting preparation to every client relationship in the book. Practice management improves for the same reason client experience does: nothing depends on who remembered what.
Which Clients Are Overdue for a Review or a KYC Update
Ask Bloks queries your entire book of business in plain language. Who have I not met with since March? Which households have an unresolved commitment? Whose KYC information has not been touched this year?
Answers arrive with citation and references attached, drawn from your own client histories and meeting notes rather than the open internet. Advisors weighing how client records and KYC data fit together can start with unifying KYC and CRM. The same current record produces your KYP letters and compliance documentation.
Shared Context for an Assistant, an Associate, or a Managing Partner’s Firm
Three people prepare for one client meeting and each builds a different picture. Ordinary, in a growing firm.
Bloks gives the assistant, the associate, and the managing partner one view: shared client profiles, tracked follow-ups, the same meeting notes and meeting summaries. Roles, permissions, and billing stay centralized, and workflow automation moves each action item to its owner. Every licensed user gets every feature, and advisor and assistant pricing reflects that rather than gating the team out.
PIPEDA-Compliant Briefs: Client Consent and Canadian Data Residency
A pre-meeting brief is a document full of client data that nobody typed. That is the point, and why security is the first question a firm asks. Purpose-built for regulated advisors, Bloks is SOC 2 Type II certified, PIPEDA-compliant under the OPC, and runs on Canadian data residency, with SEC and FINRA controls across the border.
Client consent is flexible, collected by email or in-meeting prompt. Retention, PII protection, and the audit trail behind every document are yours to configure, and end-to-end encryption keeps client data secure at rest and in transit.
A human in the loop reviews anything client-facing before it leaves. Briefs stay audit-ready because every fact is traceable to a source meeting. Your client data never trains AI models, the answer most compliance teams want first. The privacy-first advisor covers the standards worth asking every vendor about.
Compliance demo · 15 min
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Bring your compliance questions, not just your calendar. Schedule a demo and fifteen minutes covers data residency, consent workflows, and retention with your team.
Data residency
Consent workflows
Retention
FAQ
Meeting Preparation Questions Wealth Managers Ask
Six questions come up before the first pre-meeting brief lands.
How Long Before a Client Meeting Does the Brief Arrive?
The pre-meeting brief is ready ahead of the client meeting and updates in real-time until it starts, so it reflects an email that landed an hour ago. Nobody has to prepare for meetings the night before. Generate one on-demand before an unscheduled call, or export the brief for your team. Nothing is requested in advance.
Can You Customize the Meeting Notes and Brief Template?
Yes. Letter and brief templates are customizable, and customization can be standardized across the practice so every advisor's output matches. The AI notetaker for financial advisors covers how the underlying meeting notes and client recaps are structured and what you can change about them.
What Happens When a New Prospect Has No Client History Yet?
Bloks assembles what exists: email threads, shared documents, public company information, whatever your team captured on the intake call. After the first client meeting the client profile is no longer empty. Smart Profiles build from that conversation, so the second brief beats the first.
Where Does Bloks Pull Meeting Context From: Your CRM, Email and Calendar?
Bloks works standalone or alongside the CRM you already run. Confirmed CRM sync covers Salesforce, Wealthbox, Equisoft, Pipedrive, Laylah, Maximizer and Cloven. Meeting context also comes from Outlook, Gmail, Google Calendar, past meetings, and documents in the client file. Integrations run two ways across the wealth stack, and no migration is required.
Which Other Wealth Stack Tools Can Bloks Work Alongside?
Confirmed CRM sync is Salesforce, Wealthbox, Equisoft, Pipedrive, Laylah, Maximizer and Cloven. Plenty of practices run something else, so ask the team about current coverage before you start a trial if your stack includes any of these: • CRM and practice management: Redtail, Practifi, AdvisorEngine, Zoho CRM, Microsoft Dynamics 365 • Financial planning and portfolio tools: eMoney, Conquest, RightCapital, Money Guide, Orion, Addepar • Forms, tax, and documents: PreciseFP, Holistiplan, SharePoint, DropBox • Archiving and automation: Smarsh, Global Relay, Zapier Coverage changes often. A straight answer takes one email.
What Does Bloks Not Pull Into a Pre-Meeting Brief?
Market data, portfolio positions, asset allocation, net worth history, portfolio charts, tax records, and estate planning records. Bloks builds the brief from conversations, emails, and documents, not from a custodian or a portfolio accounting feed, so nothing in it is reconciled against a live balance and Bloks claims no provenance over portfolio performance figures. Platforms built on a data layer of their own work differently. Advisor360 assembles briefs from its Unified Data Fabric, Jump connects to custodians and portfolio accounting, and Zeplyn pulls from Addepar. Canadian advisors comparing options also look at Focal, Continuum and Zocks. Bloks is also not recording-free: audio playback stays available, which some firms require and others rule out. If you need live portfolio numbers or financial plan goals inside the brief itself, say so early. That is a real difference, not a feature gap Bloks pretends to close.
Can My Assistant and My Team See the Same Pre-Meeting Brief?
Yes. The brief is built from everything the practice knows about that person, not from what one advisor remembered to type in, so the assistant preparing tomorrow and the advisor walking into the room open the same thing. When an assistant adds a detail or files a document, it is in the brief before the meeting starts. Memory belongs to the client, not the seat, so a colleague covering for you walks in as prepared as you would be. Nobody has to brief anybody.
Meeting prep, automated
Walk In Prepared: AI Meeting Prep That Runs Itself
AI meeting prep earns its place by disappearing. You stop preparing and keep arriving prepared, which feels strange for a week and then becomes how the practice runs. Meeting automation only works when nobody has to run it.
What happens during and after the conversation is handled too, by the AI meeting assistant for financial advisors that captures the client meeting, drafts personalized emails, and tracks follow-up to completion. One AI assistant, not a second system to prepare for meetings with.
Hours Saved Across a Bilingual Practice in Quebec and Ontario
Bloks gives financial advisors a full day back every week. Hours saved on meeting preparation are the first you notice, because they sit in the gaps between client meetings where nothing else fits. Time savings compound across a team.
Bloks
A full day back, every week.
For a bilingual practice, product and people work in both languages. Bloks en français means conseillers in Quebec get onboarding, support, and the platform in French, while an Ontario team shares the same client profiles.
Two ways to get started
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Free Trial for Advisors and Assistants, Meeting Summaries Included
Fourteen days, every feature switched on: pre-meeting briefs, meeting notes, meeting summaries, client profiles, follow-ups, document creation, coaching, and Ask Bloks. Nothing sits behind a paid tier or a client segment.
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