Bloks vs Yoodoo

Bloks. The Un-CRM for financial advisors. Your CRM takes your time, your evenings, your attention. Bloks gives it all back. It does the work your CRM never could, so each person feels like your only client. WHAT DISAPPEARS FROM YOUR WEEK • Never take meeting notes again. • Never update a client file again. • Never fill out a form again. • Never write a follow-up from scratch again. • Never walk into a meeting cold again. • Never forget a commitment again. HOW IT WORKS ON YOUR IPHONE • Calendar: your day at a glance, with a brief ready for every meeting. Who you're meeting, what changed since you last met, and what you still owe them. • Record: tap the mic for any meeting, call or in-person visit. Bloks writes the notes, updates the client file and drafts the follow-up. No bots join your calls. • Follow-ups: every commitment becomes a task with a name and a date, tracked across your team until it's done. • Contacts: client profiles that build and update themselves, from the family details to the long-term goals. • Chat: ask anything about anyone, in plain language. What did we agree in March? Who mentioned a property purchase this year? What's the name of his dog? Bloks works with Teams, Zoom, Google Meet and Webex, in person and on the phone. It works on its own, or alongside the CRM your practice already has. BUILT FOR A REGULATED INDUSTRY • SOC 2 Type II certified • Canadian data residency • PIPEDA compliant • Encrypted at rest and in transit • Your data is never used to train AI models • Flexible client consent WHAT ADVISORS SAY “1 full day back, every week.” Matthew Arthur, Certified Financial Planner, Arthur Wealth Management “0 setup, value within hours.” Luca Talarico, Financial Security Advisor, LT Planning Services Inc. Bloks is used by advisors at the Desjardins Independent Network, Financial Horizons and Empire Life's TruStone, and across several of Canada's other major dealer and insurance networks. You're never on your own. A real person at Bloks helps you get set up. A Bloks account is required. Try it free at bloks.ai. Every client, your only client.

The planner for days that don't go to plan. On iPhone, iPad, the web and your computer. With Pro it all syncs, and Yoodoo works with Claude and ChatGPT: plan your day in a chat and it lands on your timeline. Most planners work until about 10am. Then a call runs long, you lose an hour to your phone, or you just don't start, and the whole day gets written off. Yoodoo expects that. It fits the rest of your day around what actually happened, so you keep going. Built ADHD first, for every brain that's wired a little differently. Diagnosed, on a waiting list, just pretty sure, or simply juggling too much. If your days keep breaking, it's for you. GET IT OUT OF YOUR HEAD - Say or type everything that's on. Ask Yoodoo turns it into tasks, files them into lists and plans the day, times and all. - Lists for everything else, with one star for what matters. A DAY YOU CAN ACTUALLY DO - A real timeline where an hour looks like an hour, with your calendar in it. - Plan today: tick what's happening, pick the one that matters, and Yoodoo builds your day around what can't move. Breaks included. - See how long you've got before the next thing, not just the time it starts. Handy if time blindness is your thing. HELP TO START - Just start: five minutes and a timer. The hardest bit of a big task, done. - Focus shows one step at a time, so a mountain becomes the next small thing. - Steps: Yoodoo cuts a big task into tiny ones, and the first is so small you just start. - Block the apps that pull you away, on a schedule or right now. FIX MY DAY, WHEN IT SLIPS - Something ran over? Yoodoo asks one simple question and moves the rest. - Behind on a few things? See what still fits, and let the rest roll to later. Your day's priority stays protected. - Things you didn't get to roll on. They never pile up and never turn red. - Nothing changes until you say Looks right. FEEL GOOD AT THE END OF THE DAY - Wrap up in three taps: what's done, what moves, and tomorrow's ready. - Habits and routines that run on a timer, with no streak shaming. - A week's story that shows what you actually got done. ALL IN ONE PLACE Planner, to-do list, focus timer, app blocker, habit tracker and calendar, working together. Widgets, Live Activities, Siri, task alarms for the things you can't miss, and Yoodoo on the web and your computer too. YOUR FIRST WEEK IS ON US Try every Pro feature free for seven days with the App Store's free trial. After that, keep Pro, or carry on with Lite for free. Nothing you make is ever deleted. Lite, free for good: one list, one habit or routine, one day template, the timeline, Fix my day, the focus timer, one calendar, the Today widget. Pro: Ask Yoodoo and Plan it for me, steps for big tasks, the app blocker, two-way calendars, task alarms, unlimited lists, habits and templates, every widget, all the music, dark mode and your own colours, and Yoodoo on the web and desktop with sync and backup. Change or cancel any time in Settings. Two taps. PRIVATE BY DEFAULT On Lite, your plans stay on your phone. We never sell your data, and there are no ads. WE'VE BEEN HERE SINCE 2022 About 100,000 people have used Yoodoo. We're small but mighty, and we read every message, feature and bug you send us. Terms of Use: https://www.apple.com/legal/internet-services/itunes/dev/stdeula/ Privacy Policy: https://www.yoodoo.app/privacy-policy