The #wealthmanagement industry is shifting. Value propositions are moving away from simply providing access to product towards leading with advice -- for everyone's benefit. Bento is proud to keep on receiving meaningful industry recognition for our integrated technology and

📅 Join our upcoming webinar on August 29 designed exclusively for financial advisors who want to lead with advice and grow their business by providing proactive, value-driven guidance. You’ll learn: ✅ How to anticipate client needs and deliver timely, relevant advice. ✅

Bento is heading to the beach! Two weeks to go, cannot wait to learn from and with many client-centric #advisors and the fabulous #wealthtech companies supporting them. The wealth management industry is evolving fast, great to connect with clients, prospects, partners and

Why does Bento integreate into your #CRM? For 3 good reasons: 1) CRMs are by now broadly adopted across the #wealthmanagement industry -- as a matter of fact, they are THE most adopted technology by advisors ✔ 2) They contain so much good client and prospect data -- let's

One week to go until the CFP Board 's Connections Conference. Bento is looking forward to speaking on "Digital Client Engagement", and we cannot wait to learn from and with so many client-centric CFPs, #financialadvisors and leading academics. Particular sessions marked in

Great insights from Bank of America's 2024 Study of Wealthy Americans: 💹 Investment / fund related topics = The #financialadvisor tends to initiate the conversation 👨‍👨‍👧‍👦 Family matters (e.g. teaching children about wealth) = The client needs to ask / needs get things going Hm,

Join this year's #AdviceTechLIVE to see 20 speed-demos from innovative FinTech companies from the comfort of your own space! Remember it's FREE to register, and only registrants can access the playbacks of all sessions. Register today 👇 hubs.li/Q02T6hKT0

We’re excited to share that our CEO, Christine Simone, is one of many featured contributors in roryshenry's new book, "Holistic Guide to Wealth Management: The Science Behind Integrating Services with The Human Side of Behavioral Financial Advice" 🎉 cpatrendlines.com/shop/rh24hgwm-…

We’re proud to be sponsoring the #AdviceTechLIVE virtual event taking place November 12/13. Click this link to register and learn about the latest in #wealthtech: advicetech.live.

🚀 New Integration Announcement 🚀 Holistiplan , the industry-leading tax planning software, and Bento Engine, an award-winning advice engagement solution, are thrilled to announce a new integration partnership that enables Holistiplan users to directly access Bento content to

Lessons from #DUNE, Part 1: "Be simple. Be direct. Nothing fancy." -- Stilgar As Paul prepares to ride the worm for the first time, as he faces a life-defining moment, Stilgar encourages him to keep things simple. Life is complex, full of daunting challenges. And good

A thoughtful perspective and worthwhile quick read on "The Great Wealth Transfer". One good way to connect with the inheriting spouses and heirs: Serve them during "Moments That Matter", during critical inflection points on their life journeys. #LeadingWithAdvice

Your clients have different learning styles and communication preferences. Exhibit #248: Orion WealthTech's 2025 Investor Survey. That is why Bento provides you with multi-format materials, including: ✔️ PPTs/PDFs for visual learners 👍 Phone scripts for audio learners 📨

Join us tomorrow for a powerful webinar hosted by Wealthbox CRM , Bento Engine Inc. & Zeplyn.ai! ✅ Learn how to engage clients during pivotal Moments That Matter ✅ See automation in action—less manual work, more impact ✅ Discover how Wealthbox, Bento Engine & Zeplyn

#financialadvisors have spoken -- the annual T3 Technology Tools Software Survey results are out, and Bento: ✅ More than doubled our market share -- we are the fastest growing solution in the "Client Communications Power Tools" category ☑️ Received an "extraordinary" average user

"Mighty Mite" -- we've been called worse! We are thrilled to be (again) recognized as a #wealthtech provider with an "Extraordinary" user rating in the latest T3 Technology Tools for Today Software Survey. Learn more about how we can help you scale your most impactful advice

A massive well done to Bento Engine Inc. you have made the #WealthTech100 list! Check out the full list here: loom.ly/JMh5-oU #WealthTech100 #FinTech #WealthTech

Do you Wealthbox? Are you seeking to get the most out of your #CRM? Do you want to delight your clients (and prospects) during "Moments That Matter" on their life journeys? Then come and join our April 11th showcase of how Bento: ☑️ Directly integrates into your Wealthbox to

Back in April 2018, MichaelKitces published the first “Financial Advisor FinTech Solutions Map” in its current form. That infamous map is of great help to firms and advisors reflecting on their tech stacks. Read more 👇 spr.ly/6019FLp5z

Woof woof -- calling all Redtail Technology users. Are you seeking to get the most out of your #CRM? Do you want to delight your clients (and prospects) during "Moments That Matter" on their life journeys? Then come and join our April 25th showcase of how Bento: 🚀 Directly