Join the thousands of RIAs that have already seen success with AI.

Increase Profitability and Efficiency with AI

With Benjamin, you’ll have more bandwidth and better process management.

Increase your capacity to bring on new clients

Nurture your current clients

Improve your communication and client engagement

Benjamin is a tool that’s changing the game for RIAs.

Integrate Benjamin with other tools you already use

Who’s already using Benjamin?

Feel safe and secure with these trusted custodians

Enhance your client relationships without losing the human aspect.

Group your clients to intelligently communicate with them

Integrate outlook and other important tools

Communicate to clients and internal members to set up paperwork and ensure transfers complete

Create tasks and schedule meetings to ensure paperwork is finalized in a timely manner

Stop missing out on opportunities with clients and prospects.

See how we saved time and increased paperwork submission for a company just like yours.

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