Empowering Financial Advisors
to bring better advice to more families.
So that families thrive and advisor practices grow.
Why Bento
1
Americans need more advice beyond investing
2
Clients reward Financial Advisors that Lead with Advice
“If you received proactive advice beyond investing, how likely would you be to …
Remain Loyal
Source: Bento Engine Investor Survey, 2021 (amongst US investors aged 62-72, top quintile by income, actively advised)
“If you received proactive advice beyond investing, how likely would you be to …
Recommend the Advisor
Source: Bento Engine Investor Survey, 2021 (amongst US investors aged 62-72, top quintile by income, actively advised)
“If you received proactive advice beyond investing, how likely would you be to …
Consolidate Assets
Source: Bento Engine Investor Survey, 2021 (amongst US investors aged 62-72, top quintile by income, actively advised)
Our Business Model
SaaS
Software as a Service connected to your CRM.
B2B(2C)
Not competing with Financial Advisors, but a solution for you.
Advisors
Are always in control, call the shots.
Bento
Our Solutions
4 Bento Programs
1. Life in #s
Description
- Proactively advise all your clients and prospects ahead of 15 key regulatory birthdates, 15 “Moments That Matter” (e.g., Catch-up Contributions, QCDs, Working Papers for the Kids)
Delivery
- Timely Advice Alerts in your CRM
Materials
- Client-ready, compliance pre-approved, multi-format
2. Life in #s
DTC Version
Description
- Automatically send educational emails to e.g., Prospects or Retirement Plan Participants
Delivery
- Automatic emails from your account
Materials
- Client-ready, compliance pre-approved emails, plus attachments
3. Children
and Wealth
Description
- Proactively help with financial literacy of your clients’ and prospects’ children
Delivery
- Timely Advice Alerts in your CRM
Materials
- Client-ready, compliance pre-approved emails, plus attachments
4. Life Events
Description
- Advise all your clients and prospects as they experience key Life Events (e.g., Getting Married or Divorced, Having a Child, Buying a Home, Moving to FL)
Delivery
- Delivery through your CRM
Materials
- Client-ready, compliance pre-approved, multi-format
Bento
Powerful
Advice Engine
Proprietary
Content Library
Advice
Timing Expertise
Our Mission
To bring better advice beyond investing to more American families.
Via their caring financial advisor.
So that families thrive, and advisor practices grow.
You’re in the right place! Book a live demo to see Bento in action.
Bento is developing new ways to support wealth managers with that transition."
Management Team
Our Management Team and Advisory Council have decades of diverse experience
as entrepreneurs and senior leaders in wealth management and technology.
Where are you on your journey?
In the US, there are 15 birth-dates, 15 distinct age-points ranging from 0 to 72 that really matter, because they trigger distinct wealth management risks and opportunities.
What key milestones and decisions are next for you?