Bento seamlessly integrates into 7 key CRM systems. No new log-in or system to learn — Bento lives in your CRM, and makes that work even harder for you and your clients.

Bento also partners with fine organizations such as FPA and Female Advisor Network —  learn more below.

Recent Award Recognition

Other Partners

caribou logo
Caribou is a healthcare cost planning and optimization solution for financial advisors.
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FPA logo
Leading membership organization for CERTIFIED FINANCIAL PLANNER™ professionals and those engaged in the financial planning process. FPA members can get 15% off Bento pricing.
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Ria in a box
RIA in a Box® provides the leading compliance solution for investment advisers by delivering innovative software and expert advice. Learn more at
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Conneqtor logo
Conneqtor gives financial advisors the master blueprint to start, build, and grow their business in months, not years. Conneqtor members can get 15% off Bento pricing.
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ria oasis logo
Kristen Schmidt can help you make sense of RIA technology and optimize your financial services offerings to help grow your business more efficiently.
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Tryba Services
Tryba Services is a team of highly trained, certified, professional coaches and business consultants, based in the Midwest, serving clients across the country and in a wide variety of industries and market sectors.
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visiwealth logo
The preferred way to access high-quality visuals of strategies and concepts related to the areas of education planning, estate planning, investment planning, retirement planning, and tax planning. VisiWealth clients can get 15% off Bento pricing.
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