Bento Engine Inc.
@BentoEngine
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Empowering Financial Advisors to lead with advice so that families thrive, and practices grow. Scaling Moments That Matter.
Joined September 2021
Woof woof -- calling all @RedtailCRM 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
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RT @Fintech_Global: A massive well done to @BentoEngine you have made the #WealthTech100 list!. Check out the full list here: https://t.co….
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RT @wealth_mgmt: Back in April 2018, @MichaelKitces published the first “Financial Advisor FinTech Solutions Map” in its current form. That….
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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
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"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
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#financialadvisors have spoken -- the annual @t3techhub 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
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Join us tomorrow for a powerful webinar hosted by @Wealthbox , @BentoEngine & .✅ 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.
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Your clients have different learning styles and communication preferences. Exhibit #248: @orionwealthtech'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.📨
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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.
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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
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🚀 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.
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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:
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RT @caribou_wealth: We’re excited to share that our CEO, @chris_simone, is one of many featured contributors in @roryshenry's new book, "Ho….
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RT @AssetMapLLC: Join this year's #AdviceTechLIVE to see 20 speed-demos from innovative FinTech companies from the comfort of your own spac….
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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,
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One week to go until the @CFPBoard '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
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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
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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
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📅 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. ✅
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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
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