Bloks vs Resolve by retape.ai
A side-by-side look at pricing plans, free tiers, features, pros and cons, updated for 2026. Bloks starts at See pricing page and Resolve by retape.ai starts at See pricing page. Check both pricing pages for current plans.
At a glance
Best for
Pricing model
Starting price
Free plan
Made by
Based in
Rating
Key features
- Bot-free meeting notes
- Drafted follow-up emails
- Compliance letters and forms
- Client profiles
- Asset tracking
- Wealthbox sync
- AI voice intake
- Self-enrolment chatbot
- Settlement automation
- Call scoring
- Churn detection
| Feature | Bloks | Resolve by retape.ai |
|---|---|---|
| Best for | AI assistant and CRM replacement for financial advisors | AI-native CRM with AI workers for debt settlement firms |
| Category | Legal, finance & HR | Legal, finance & HR |
| Pricing model | Free trial | Paid |
| Starting price | See pricing page | See pricing page |
| Free plan | No, 14-day trial | No |
| Made by | Bloks | retape.ai |
| Based in | Canada | – |
| Rating | No ratings yet | No ratings yet |
| Key features |
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Pricing compared
Bloks starts at See pricing page and Resolve by retape.ai starts at See pricing page. Check both pricing pages for current plans.
Free plan
Cheapest paid plan
Top plan
Free trial
2 plans
Companion
CA$119/mo
- Per advisor
- Meeting notes and follow-ups
- Forms and compliance letters
- 100MB document storage
Un-CRM
CA$199/mo
- Per advisor
- Everything in Companion
- Full client record and asset tracking
- Unlimited document storage
Prices in USD, checked Oct 29, 2026 or later. Plans change often, so confirm on each tool's site before you buy.
Pros and cons
Bloks
- Built for advisor compliance needs
- No meeting bot on client calls
- Canadian data residency and SOC 2
- Prices are in Canadian dollars
- Un-CRM is in limited access
- Aimed only at financial advisors
Resolve by retape.ai
- Automates intake through negotiation
- Scores every sales call
- Built for a single industry
- No public pricing
- Only suits debt settlement firms
- Demo required to see it
Which one should you choose?
Choose Bloks if you want:
- Built for advisor compliance needs
- No meeting bot on client calls
- Canadian data residency and SOC 2
Watch out: prices are in canadian dollars.
Choose Resolve by retape.ai if you want:
- Automates intake through negotiation
- Scores every sales call
- Built for a single industry
Watch out: no public pricing.
Bloks vs Resolve by retape.ai FAQ
What is the difference between Bloks and Resolve by retape.ai?
Bloks: AI assistant and CRM replacement for financial advisors. Resolve by retape.ai: AI-native CRM with AI workers for debt settlement firms. Both are legal, finance & hr tools.
Is Bloks or Resolve by retape.ai cheaper?
Bloks starts at See pricing page and Resolve by retape.ai starts at See pricing page. Check both pricing pages for current plans.
Do Bloks and Resolve by retape.ai have free plans?
Bloks: No, 14-day trial. Resolve by retape.ai: No.
Who makes Bloks?
Bloks is made by Bloks, based in Canada.
Who makes Resolve by retape.ai?
Resolve by retape.ai is made by retape.ai.
Which should I choose, Bloks or Resolve by retape.ai?
Choose Bloks if you value built for advisor compliance needs and no meeting bot on client calls. Choose Resolve by retape.ai if you value automates intake through negotiation and scores every sales call.