Benjamin seamlessly integrates with:

ABOUT US

We built Benjamin from the financial advisor’s perspective to create efficiencies and deepen relationships without losing that personal touch that makes a financial advisor so valuable.

Technology is changing the way we serve and provide value to our clients. But despite the technological revolution occurring within the financial advisory space, relationships and communication will always be paramount. With all of this in mind, we built Benjamin from the financial advisors perspective to augment the financial advisor, creating efficiencies and deepening relationships, without losing that personal touch that makes a financial advisor so valuable.

MATT REINER CO-FOUNDER & CEO

Seamless Integration

From Wealthbox to Salesforce, easily pull data from all of your sources into one, clean hub.

Powerful communication

Build strong client-advisor relationships through the power of smart, automated communication.

Customizable Dashboard

Need to see the client text that went out yesterday or the onboarding process? No problem, easily customize your dashboard to fit your needs.

Quick Start

Get started in under five minutes with the manual client upload option and prebuilt conversation library

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