kitio.aiLofty vs Bloks
A side-by-side look at pricing plans, free tiers, features, pros and cons, updated for 2026. Lofty 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
- Real estate CRM
- IDX websites
- AI Sales Assistant
- Marketing automation
- Transaction tracking
- Bot-free meeting notes
- Drafted follow-up emails
- Compliance letters and forms
- Client profiles
- Asset tracking
- Wealthbox sync
| Feature | Lofty | Bloks |
|---|---|---|
| Best for | Real estate CRM and websites with AI assistants for agents | AI assistant and CRM replacement for financial advisors |
| Category | Legal, finance & HR | Legal, finance & HR |
| Pricing model | Paid | Free trial |
| Starting price | See pricing page | See pricing page |
| Free plan | No | No, 14-day trial |
| Made by | Lofty | Bloks |
| Based in | United States | Canada |
| Rating | No ratings yet | No ratings yet |
| Key features |
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Pricing compared
Lofty 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
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 28, 2026 or later. Plans change often, so confirm on each tool's site before you buy.
Pros and cons
Lofty
- All-in-one agent platform
- AI follows up on leads
- Good for teams and brokerages
- Expensive for solo agents
- Many features to learn
- Pricing not public
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 Lofty if you want:
- All-in-one agent platform
- AI follows up on leads
- Good for teams and brokerages
Watch out: expensive for solo agents.
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.
Lofty vs Bloks FAQ
What is the difference between Lofty and Bloks?
Lofty: Real estate CRM and websites with AI assistants for agents. Bloks: AI assistant and CRM replacement for financial advisors. Both are legal, finance & hr tools.
Is Lofty or Bloks cheaper?
Lofty starts at See pricing page and Bloks starts at See pricing page. Check both pricing pages for current plans.
Do Lofty and Bloks have free plans?
Lofty: No. Bloks: No, 14-day trial.
Who makes Lofty?
Lofty is made by Lofty, based in United States.
Who makes Bloks?
Bloks is made by Bloks, based in Canada.
Which should I choose, Lofty or Bloks?
Choose Lofty if you value all-in-one agent platform and ai follows up on leads. Choose Bloks if you value built for advisor compliance needs and no meeting bot on client calls.