kitio.aiKaizan vs Bloks
A side-by-side look at pricing plans, free tiers, features, pros and cons, updated for 2026. Kaizan starts at See pricing page and Bloks 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
- Client intelligence
- AI Helpers
- Meeting assistant
- Early warning signals
- CRM integrations
- API and MCP access
- Bot-free meeting notes
- Drafted follow-up emails
- Compliance letters and forms
- Client profiles
- Asset tracking
- Wealthbox sync
| Feature | Kaizan | Bloks |
|---|---|---|
| Best for | Client success software with AI helpers for agencies and service firms | AI assistant and CRM replacement for financial advisors |
| Category | Legal, finance & HR | Legal, finance & HR |
| Pricing model | Free trial | Free trial |
| Starting price | See pricing page | See pricing page |
| Free plan | No, 14-day trial | No, 14-day trial |
| Made by | Kaizan | Bloks |
| Based in | – | Canada |
| Rating | No ratings yet | No ratings yet |
| Key features |
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Pricing compared
Kaizan starts at See pricing page and Bloks starts at See pricing page. Check both pricing pages for current plans.
Free plan
Cheapest paid plan
Top plan
Free trial
3 plans
Starter
£99 per client/mo
- Minimum 10 clients
- Unlimited users
- Meeting assistant
Growth
£119 per client/mo
- Minimum 25 clients
- API access
- Priority support
- Guided onboarding
Custom
Custom
- Negotiated per-client rate
- Custom AI helpers
- API and MCP access
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
Kaizan
- Unlimited users on every plan
- Works from ChatGPT, Claude and Copilot
- Flags at-risk accounts early
- Minimum of 10 clients on contract
- Priced per client, costs rise with portfolio
- Prices shown in pounds
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
Which one should you choose?
Choose Kaizan if you want:
- Unlimited users on every plan
- Works from ChatGPT, Claude and Copilot
- Flags at-risk accounts early
Watch out: minimum of 10 clients on contract.
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.
Kaizan vs Bloks FAQ
What is the difference between Kaizan and Bloks?
Kaizan: Client success software with AI helpers for agencies and service firms. Bloks: AI assistant and CRM replacement for financial advisors. Both are legal, finance & hr tools.
Is Kaizan or Bloks cheaper?
Kaizan starts at See pricing page and Bloks starts at See pricing page. Check both pricing pages for current plans.
Do Kaizan and Bloks have free plans?
Kaizan: No, 14-day trial. Bloks: No, 14-day trial.
Who makes Kaizan?
Kaizan is made by Kaizan.
Who makes Bloks?
Bloks is made by Bloks, based in Canada.
Which should I choose, Kaizan or Bloks?
Choose Kaizan if you value unlimited users on every plan and works from chatgpt, claude and copilot. Choose Bloks if you value built for advisor compliance needs and no meeting bot on client calls.