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Fintech Integration Marketplace / Wealth Management / Analytics

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Benjamin

Benjamin is the financial advisor industry’s premier cloud A.I. assistant which seamlessly integrates the software tools and data used by advisors and their teams to better service their clients. Benjamin elegantly automates a myriad of time-consuming and menial yet imperative tasks, providing the advisor more time to foster value-added customer relationships. The productivity gained by Benjamin’s presence empowers firms to quickly scale their business and profitability. Originally created by a multi-billion dollar investment advisory firm, Benjamin is now independent, and used by financial advisors nationwide to better serve both current and future families.

Website

https://getbenjamin.com/

Contacts

https://www.facebook.com/getbenjamin

https://www.linkedin.com/company/getbenjamin/

https://twitter.com/get_benjamin

Benjamin
  • Smart Sets
  • Scheduling
  • Benjamin Chat
  • Intelligent Communication
  • Custom Alerts
  • Technology Consultation
  • Integrations
Benjamin

Companies that integrate with Benjamin

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

Orion
Orion Advisor Services
Orion was built by advisors, for advisors. The market didn’t have a portfolio accounting service good enough for a registered investment adviser, so Orion built the solution.
#Portfolio Management #Billing #Financial Planning #Rebalancing #Trading #TAMP #Portfolio Reporting
Practifi
Practifi
Practifi is the new benchmark for CRM-based systems in financial advice.
#CRM #Analytics #Broker-Dealer Platforms #Marketing

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Benjamin

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