One App, Many Blocks.
Help empower clients to take control of their finances through real-time personalized insights and deepen client engagement by offering a new way to view their financial landscape in a unified digital experience.
Clients can identify, track, and meet goals on their financial journey whether it’s spending, debt management, or retirement related.
Prospect Center
Engage and qualify more prospects by incorporating your own custom link into prospecting emails, social media posts, and embedding it on your website.
Financial Education
Integrate financial education through a frictionless digital experience. Clients can get a picture of their finances and how their choices today can impact their financial future.
Introduce Planning
Deliver personalized, action-oriented financial plans based on the data and insights from client completed blocks.
From Plan to Product
Go from plan to product implementation whether it's annuities, insurance, lending and more in a unified digital experience.
See how MyBlocks can help you deliver financial wellness to clients and prospects.
Contact us for a free trial at 1-800-841-5312 or fill out the form below.