✦ Now in private beta

Portfolio construction,
reimagined.

Whether you build portfolios yourself or outsource to a UMA — Blocks gives you a smarter third option. AI-powered construction that keeps you in control, at a fraction of the cost.

See the demo Request early access

kanaloa2.github.io/blocks-demo

Portfolio value

$482,310

across all blocks

YTD return

+11.4%

vs 8.9% benchmark

Allocation

US Equities

40%

Fixed Income

25%

International

20%

Client sentiment

28 — Fear

Low sentiment ▼ 7pts

✦

AI insight: US Equities has drifted +3.1% above target. Consider trimming large-cap tech. Rebalance suggested in 3 days.

The problem

Two bad options. Advisors deserve better.

Advisors today face an uncomfortable tradeoff: spend hours doing it yourself, or outsource and give up control — and a big chunk of your margin.

💸

Outsourcing is expensive

A typical UMA or TAMP charges 20–40bps on AUM. On a $200M book, that's $400,000–$800,000 a year — for a model you didn't build and can't easily customize.

⏱

Doing it yourself takes too long

Building portfolios in-house means hours of manual screening, disconnected spreadsheets, and the same grunt work repeated for every new client or rebalance.

🔔

Either way, drift goes unnoticed

Client portfolios silently drift from targets. By the time it's caught — whether you're DIY or outsourced — rebalancing costs are higher and clients are already exposed.

Blocks is the third option.

If you outsource today, Blocks can replace your TAMP or UMA — and put that 20–40bps back in your pocket while giving you full control over what goes in each portfolio. If you already build in-house, Blocks replaces the spreadsheets and manual screening with AI that does the grunt work in seconds — so you spend your time on judgment, not research.

✓

Replaces TAMP/UMA at a fraction of the cost

✓

AI screens thousands of securities in seconds

✓

Your models, your blocks, your intellectual property

✓

Reusable blocks scale across your entire client book

✓

AI surfaces insights — you approve every action

How it works

From idea to portfolio in three steps.

Blocks turns a natural language description into a fully constructed, monitored portfolio — with the advisor in control at every step.

Describe your block

Type what you're looking for in plain English — "defensive dividend payers with low volatility" or "high-growth tech, profitable only." No query language, no filters to hunt through.

✦ Natural language screening

Review AI candidates

Blocks returns a ranked list of securities scored on your criteria — with AI-generated rationale for each. Accept, reject, or adjust. You're always the final decision-maker.

✦ AI-scored + explained

Assemble portfolios

Combine blocks into client portfolios. The AI watches for drift, flags correlation issues, and suggests rebalancing trades — while you stay focused on client relationships.

✦ Continuous monitoring

Features

Everything an advisor needs. Nothing they don't.

Built specifically for the portfolio construction workflow — not adapted from generic financial software.

Block Library

Build a reusable library of curated investment blocks. Use them across any client portfolio, update once and propagate everywhere.

AI Security Screening

Describe what you want in plain English. The AI screens thousands of securities in seconds and returns a ranked, annotated shortlist.

Drift Monitoring

Automatic alerts when portfolios drift from their target allocation. Catch it early, before rebalancing costs compound.

Client Sentiment Tracking

Monitor client sentiment in real time. Know when clients are fearful before they call — and have a plan ready.

Advisor-Controlled AI

The AI suggests, you approve. Every trade, every rebalance, every change requires explicit advisor sign-off before execution.

Multi-Client Management

Manage an entire book of business from one dashboard. See all clients, all composites, and all signals in one place.

Portfolio construction,reimagined.