Bento Engine

About

Bento Engine is a B2B Fintech SaaS company focused on the intersection of technology and impactful wealth management advice.

What do we do – Bento empowers Financial Advisors to lead with advice that goes beyond investing. Advice that is timely, personalized and improves the lives of their clients.

Why do we do it – Many families are still not getting all the financial advice they need. When Financial Advisors provide comprehensive advice across their entire book of business everyone wins.

How do we do it – Bento combines a powerful Advice Engine, a Proprietary Content Library and timing expertise to make Financial Advisors more impactful and more efficient. We combine Bento with our client's existing technology to speed adoption and results.

Bento -- Scaling Moments That Matter.

Keywords

saas, software, technology, apis, wealth management, private banking, advice, holistic, crm, financial planning, advisor succes, practice management, business development, growth, share of wallet, loyalty, referral rates, nps

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