Bento Engine

Systematic client engagement via our integrated technology and content solution for Financial Planners and Advisors

Bento is on a Mission to bring better advice beyond investing to more American families. Via their caring financial advisors. So that families thrive, and advisor practices grow.

Bento is an innovative and powerful combination of technology and content, that helps advisors proactively educate and advise their clients on key wealth management risks and opportunities that matter in their lives.

Bento empowers client-centric advisors to advise ALL their clients, prospects and their family members with proactive, impactful advice on key age milestones and life events that matter to them (e.g. turning 70.5 and being able to make QCDs, or turning 50 and making Catch-up Contributions).

Bento also provides opportunities to connect with and educate the Next Gen of the client family in early and constructive ways. For example, by advising on how to secure Working Papers when the kids turn 14, and then putting at least some earned income into Custodial IRA accounts in the kid’s name, so that they get to experience and enjoy the power of tax-deferred compounding for decades to come.

Bento first identifies “Next Best Action” opportunities for the advisor by analyzing their CRM data, and then also equips them with compliance pre-approved, impactful content and communication tools to execute on these advice opportunities. All embedded in their existing CRM, as “Tasks”, so advisors can start client- or prospect-specific workflows, and manage them to completion within their CRM.

An integrated “1-2 Punch” of technology and content to help advisors advise at scale, in efficient and effective ways, thus leading to better client outcomes and organic business growth, all while raising their clients’ financial literacy.

Benefits

Bento targets key client and advisor pain points:

·      Clients need and want more advice beyond investing – they deserve timely and personalized education and guidance on key wealth management opportunities in their lives

·      Advisors want to serve not only their best, but ALL their clients and prospects with proactive advice that matters, because that improves client outcomes which, in turn, drives organic growth, via loyalty, referrals and share of wallet