Fintech Integration Marketplace

Access the whole Fintech integrations ecosystem in one place. Grow your business through partnerships.

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.

Benjamin
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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.
Practifi
Practifi
Practifi is the business management platform for financial advice, retirement and insurance.

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Open to forming a new partnership? Contact api@insart.com and we’ll help you facilitate integrations that will grow your business.

Benjamin

Get instant integration assistance

It usually takes several months to define goals and create a step-by-step integration plan. Enter your details and book a meeting with an integration expert who can help you clarify the next steps of the integration and streamline the process.