kitio.aiBloks vs Xylo
A side-by-side look at pricing plans, free tiers, features, pros and cons, updated for 2026. Bloks starts at See pricing page and Xylo starts at $99/mo. 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
- Client interaction analysis
- Risk and opportunity signals
- Prioritized task list
- CRM and email sync
- Compliant texting
| Feature | Bloks | Xylo |
|---|---|---|
| Best for | AI assistant and CRM replacement for financial advisors | Client intelligence platform for financial advisors |
| Category | Legal, finance & HR | Legal, finance & HR |
| Pricing model | Free trial | Paid |
| Starting price | See pricing page | $99/mo |
| Free plan | No, 14-day trial | No |
| Made by | Bloks | Xylo |
| 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 Xylo starts at $99/mo. 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
3 plans
Xylo Ramp
$99/mo
- Per full seat
- For advisors just getting started
Xylo Core
$149/mo
- Per full seat
- For solo advisors and teams
Xylo Enterprise
Custom
- For large organizations
- Configured to your needs
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
Xylo
- Turns client conversations into tasks
- Pulls from CRM, email and calls
- Public per-seat pricing
- Per-seat pricing adds up for teams
- Built specifically for financial advisors
- A demo is needed 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 Xylo if you want:
- Turns client conversations into tasks
- Pulls from CRM, email and calls
- Public per-seat pricing
Watch out: per-seat pricing adds up for teams.
Bloks vs Xylo FAQ
What is the difference between Bloks and Xylo?
Bloks: AI assistant and CRM replacement for financial advisors. Xylo: Client intelligence platform for financial advisors. Both are legal, finance & hr tools.
Is Bloks or Xylo cheaper?
Bloks starts at See pricing page and Xylo starts at $99/mo. Check both pricing pages for current plans.
Do Bloks and Xylo have free plans?
Bloks: No, 14-day trial. Xylo: No.
Who makes Bloks?
Bloks is made by Bloks, based in Canada.
Who makes Xylo?
Xylo is made by Xylo.
Which should I choose, Bloks or Xylo?
Choose Bloks if you value built for advisor compliance needs and no meeting bot on client calls. Choose Xylo if you value turns client conversations into tasks and pulls from crm, email and calls.