Bento Engine

Empowering Financial Advisors to bring better advice to more families

Simplicity Ops Summary: Bento Engine tracks the ages of the contacts in your CRM and creates activities when your clients/prospects reach certain ages. Within that task it provides content to reference and use in your client/prospect communication.

Example: A couple months before a client’s 50th birthday, it notifies you to reach out to the client about Retirement Account Catch-Up Contributions.

Pricing: Starts at $129 /seat/mo

• Fintech focused on wealth management advice beyond investing -- supporting advisors in engaging clients and prospects more systematically at age milestones that matter to them

• Experienced team of wealth management veterans (eg former CEO of JPMS), technologists and serial entrepreneurs, plus high-powered Advisory Council (eg Gavin Spitzner, Shannon Eusey, Jen Goldman, Alex Chalekian)

• Integrated technology and content solution: APIs into CRMs to identify "Next Best Actions" + impactful compliance pre-approved content for advisors to share with their clients and prospects

• Driving to better client outcomes and organic business growth for advisors, via client deepening and prospect conversion

• Learn more at: www.bentoengine.com