kitio.aiZocks vs Bloks
A side-by-side look at pricing plans, free tiers, features, pros and cons, updated for 2026. Zocks starts at $80/mo 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
- Meeting preparation
- Notes without recordings
- CRM sync
- Automatic form filling
- Client email replies
- Zocks MCP
- Bot-free meeting notes
- Drafted follow-up emails
- Compliance letters and forms
- Client profiles
- Asset tracking
- Wealthbox sync
| Feature | Zocks | Bloks |
|---|---|---|
| Best for | AI assistant that preps meetings and writes notes for financial advisors | AI assistant and CRM replacement for financial advisors |
| Category | Legal, finance & HR | Legal, finance & HR |
| Pricing model | Free trial | Free trial |
| Starting price | $80/mo | See pricing page |
| Free plan | No, trial available | No, 14-day trial |
| Made by | Zocks | Bloks |
| Based in | United States | Canada |
| Rating | No ratings yet | No ratings yet |
| Key features |
|
|
Pricing compared
Zocks starts at $80/mo and Bloks starts at See pricing page. Check both pricing pages for current plans.
Free plan
Cheapest paid plan
Top plan
Free trial
4 plans
Essentials
$80/mo
- Per user
- Meeting prep and AI notes
- CRM and planning integration
Professional
$140/mo
- Per user
- Zocks MCP
- Automatic form filling
- Reporting and analytics
Ultimate
$220/mo
- Per user
- Account opening
- Meeting scheduling
- AI client email replies
Enterprise Platform
Contact sales
- Custom policies
- Custom system integrations
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
Zocks
- Built around advisor workflows
- No call recordings kept
- Integrates with CRM and planning tools
- Per-user pricing adds up for firms
- Key automations need higher plans
- Only useful in financial services
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 Zocks if you want:
- Built around advisor workflows
- No call recordings kept
- Integrates with CRM and planning tools
Watch out: per-user pricing adds up for firms.
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.
Zocks vs Bloks FAQ
What is the difference between Zocks and Bloks?
Zocks: AI assistant that preps meetings and writes notes for financial advisors. Bloks: AI assistant and CRM replacement for financial advisors. Both are legal, finance & hr tools.
Is Zocks or Bloks cheaper?
Zocks starts at $80/mo and Bloks starts at See pricing page. Check both pricing pages for current plans.
Do Zocks and Bloks have free plans?
Zocks: No, trial available. Bloks: No, 14-day trial.
Who makes Zocks?
Zocks is made by Zocks, based in United States.
Who makes Bloks?
Bloks is made by Bloks, based in Canada.
Which should I choose, Zocks or Bloks?
Choose Zocks if you value built around advisor workflows and no call recordings kept. Choose Bloks if you value built for advisor compliance needs and no meeting bot on client calls.