Clients reward Financial Advisors that Lead with Advice
A need ... and an opportunity!
Our Business Model
Our Solutions
Bento helps Advisors build deeper client relationships by leading with advice for meaningful, proactive client engagement. Bento connects with your CRM through proven APIs to mine for advice opportunities and deliver relevant content back through the CRM.
Our Mission
To bring better advice beyond investing to more American families.
Via their caring financial advisor.
So that families thrive, and advisor practices grow.
