Wealthbox + Bloks

Modern CRM integrated with relationship intelligence.

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Overview

Bloks is a relationship intelligence platform purpose-built for financial advisors, investment professionals, and client-focused teams. With the Bloks integration, advisors can automatically capture insights from calls, emails, documents, and web data, without bots or manual entry. These insights are structured, searchable, and seamlessly mapped to the appropriate Wealthbox records, providing firms with a complete and compliant view of each client relationship.

Bloks threads your calls, emails, docs, and web data into a secure knowledge base, then maps each insight to the right Wealthbox record automatically.

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Louis-François Major, Major Group
“Bloks stitches every client touchpoint into a clean, searchable timeline—and pushes the right information into Wealthbox automatically. It’s hours back every week and zero blind spots.”

Louis-François Major, Major Group

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