Automation Technology For Your Advisory Firm

Seamlessly synchronize your tech stack and leverage 100s of automated workflows to more efficiently run your business.

Synchronize Your Tech Stack

Save hours per week of needlessly flipping back and forth between platforms and custodians.

Our technology works on the backend to optimize your software platforms and allow your team to better leverage the tools you already use.

Improve your business while you sleep utilizing AI.

The AI technology behind benjamin works constantly to identify and improve areas of your workflows and business processes.

100+ pre-built RIA-specific workflows your team can immediately put to work.

Our technology works on the backend to optimize your software platforms and allow your team to better leverage the tools you already use.

Examples Of benjamin In Action

Meeting Schedule

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.

Custodial Monitoring & Actions

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.

Onboarding New Accounts

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.

benjamin’s Technology Integrations

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

Timeline To See Results

1 - 2 Hours
5 - 10 Days
1 - 2 Weeks
2 - 3 Months
Beyond