AI That Works for Financial Advisors

Bring Proactive Advice
to More Clients

Life Events and Age Based Milestones are great opportunities to lead with timely, personal and impactful advice. Our award-winning technology and content solution allows you to do that in efficient and compliant ways, for all of your clients and prospects.
Because when you lead with advice, everybody wins!
Bento — Scaling Moments That Matter™

As Seen In

Make Your CRM Work Even Harder For You

No new system to learn or additional logins. Our engine constantly scans your entire book of business for upcoming advice opportunities and sends you alerts with client-ready advice materials in multiple formats.

How Bento Works

User Testimonials

Hear what our customers have to say!

When Advisors Lead with Personal and Timely Advice, Everybody Wins

Never miss another key moment to engage with your clients again

Bento Engine is the only integrated content and technology platform designed to provide proactive and impactful advice to your clients and prospects during key moments on their financial journeys.

Deliver timely advice to your clients with less than 5 minutes of preparation

Not only will Bento notify you of the best time to reach out to your clients, we will also provide you with everything you need to engage with your clients immediately.

Communicate with your clients and prospects on their terms

You get to choose the best communication format on a client-specific basis. Visuals, talking points, email templates - we’ve got you covered!

Why Bento?

07 Writing Idea
Americans need more advice beyond investing

  • 68% pass without a Will (Source:, 2021)
  • 64% don't know what a 529 Plan is (Source: Edward Jones, 2021)
  • Only 15% of those eligible make Catch-up Contributions in their retirement accounts (Source: Vanguard, 2021)

Leading with advice drives organic growth

  • Loyalty - Build trust and loyalty by providing personal, timely advice
  • Referrals - Make your clients talk about and refer you more often
  • Share of Wallet - Consolidate assets by becoming the trusted partner
  • Prospect Conversion - Differentiate your practice by providing personalized service during "Moments That Matter"


  • Mine all the great data in your CRM, make the CRM work even harder for you
  • Reduce meeting / call prep time via pre-packaged, ready-to-go materials

  • Approve all content once, then use many times
  • Easily demonstrate how you earn your fees
  • Laws and regulations change all the time - and when they do, we update the materials centrally, so you don't have to

  • Serve all your clients and prospects with the advice they deserve
  • Ensure a "minimum standard of care" across your entire book of business or firm
Multi-format materials

Communicate with your clients and prospects on their terms, pick the best communication format on a client-specific basis:

  • Graphs for visual learners
  • Talking Points for audio learners
  • Emails for the on-the-go folks

Bento Proudly Integrates With

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Want to see how advisors are deepening their client relationships and converting more prospects faster by leading with proactive advice?

Our Business Model


Software as a Service connected to your CRM.


Not competing with Financial Advisors, but a solution for you.


Are always in control, call the shots.