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eLearning Resources
Bento Tips & Tricks
Browse our video series below to ensure you never miss a key milestone in the lives of your clients and potential clients.
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.
Life Events -- How to create tags in Wealthbox
This tutorial will show you step-by-step how to create the Bento Life Events tags in Wealthbox to make sure you receive all the powerful materials seamlessly in your CRM
Life Events -- How to create tags in Redtail
This tutorial will show you step-by-step how to create the Bento Life Events tags in Redtail to make sure you receive all the powerful materials seamlessly in your CRM.
How to generate an API key in Wealthbox
This tutorial will show you step-by-step how to generate your API key in Wealthbox to get Bento fully integrated in your CRM.
How to setup the Bento Alert in Wealthbox
This tutorial will show you step-by-step how to create the Bento Alert category in Wealthbox to make sure you receive all the powerful materials seamlessly in your CRM.
How to connect your Advisor ID in Redtail
This tutorial will show you step-by-step how to connect your Advisor ID to make sure you receive the Bento Alerts for YOUR specific clients.
How to setup the Bento Alert in Redtail
This tutorial will show you step-by-step how to create the Bento Alert category in Redtail to make sure you receive all the powerful materials seamlessly in your CRM.
Life Events -- How to create tags in Salesforce
This tutorial will show you step-by-step how to create the Bento Life Events tags in Salesforce to make sure you receive all the powerful materials seamlessly in your CRM.
Bento Tutorials -- How to collect your access token in Salesforce
This tutorial will show you step-by-step how to collect your access token in Salesforce to get Bento fully integrated in your CRM.
Life Events -- How to create tags in Practifi
This tutorial will show you step-by-step how to create the Bento Life Events tags in Practifi to make sure you receive all the powerful materials seamlessly in your CRM.
Life Events -- How to filter your alerts in Redtail
Can’t find the alerts? This tutorial will help you how to remove or add filters to make sure you receive all Bento alerts in your CRM.
Continue Learning with our eBooks and White Papers
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.
Redtail
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Wealthbox
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