Close

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

Let's Change How we Communicate Financial Advice


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.

Who’s already using Benjamin?

Enhance your client relationships without losing the human aspect.

Stop missing out on opportunities with clients and prospects.

Group your clients to intelligently communicate with them

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

Integrate outlook and other important tools

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

We’d love to send you helpful resources for your business straight to your inbox every month.

©2018 Wela, All Rights Reserved