Seamlessly synchronize your tech stack and leverage 100s of automated workflows to more efficiently run your business.
Our technology works on the backend to optimize your software platforms and allow your team to better leverage the tools you already use.
The AI technology behind benjamin works constantly to identify and improve areas of your workflows and business processes.
Task is created via workflow / on demand for review meeting. benjamin picks up task, coordinates scheduling per advisor calendar and client availability. benjamin completes task & schedules meeting.
benjamin monitors alerts from custodians and is able to take specific actions based on individual alerts. These actions include sending an internal communication, sending a client communication, or creating/completing a task.
Via the Docusign integration, benjamin will monitor statuses of documents and text clients to finish envelopes. When envelopes are completed, benjamin will notify the client, advisor & CSA when accounts are opened, funded, and traded.
Black Diamond
Orion Advisor Tech
DocuSign
Microsoft Dynamics
Redtail
Salesforce
SS&C Salentica
Tamarac CRM
Wealthbox
XLR8 Concenter Services
GSuite
Microsoft Office
Charles Schwab
Fidelity Investments
Pershing Advisor Solutions
