ATLANTA, GA (March 6, 2020) Today Benjamin™ announced a new relationship with Shareholders Service Group (SSG). Benjamin, the financial advisor industry’s first AI assistant that eliminates mundane and menial tasks, is excited that via this new relationship with SSG, independent RIAs of all sizes will have access to the technology necessary to better serve their clients.
Benjamin’s creator, Matt Reiner, is both a CFP and has founded two RIA firms in Atlanta, Georgia. Because of Matt’s experience, he has a unique understanding of the specific needs of a growing RIA – the necessity to manage time and resources while simultaneously offering superior customer experience.
“We created Benjamin™ to help financial advisors develop deeper human relationships with current and future clients. Through our new relationship with Shareholders Service Group, we can provide access to a version of our technology at a price point that delivers a compelling ROI for both large and small practices alike,” said founder Matt Reiner.
“SSG is very excited to introduce Benjamin to the Independent RIAs that we serve” said Dan Skiles, President of SSG. “Everything we do is focused on providing exceptional service and support to RIAs, which in turn allows them to deliver the best experience for their clients. Benjamin is great addition for delivering on this goal.”
About Benjamin™: Benjamin is the financial industry’s premier cloud A.I. Assistant which seamlessly integrates the software tools and data used by advisors and their teams to better service their clients. Benjamin elegantly automates a myriad of time-consuming and menial yet imperative tasks, providing the advisor more time to foster value-added customer relationships. The productivity gained by Benjamin’s presence empowers firms to quickly scale their business and profitability. Originally created by a multibillion-dollar investment advisory firm, Benjamin is now independent, and used by financial advisors nationwide to better serve both current and future families. For more information, visit www.GetBenjamin.com
About Shareholders Service Group (SSG): Shareholders Service Group (SSG) provides brokerage and custodial services exclusively for independent registered investment advisors (RIAs). SSG provides a full range of brokerage and back office service and support with a robust technology platform, access to a full suite of investment vehicles, and a highly experienced service team that only serves independent RIAs. The company was founded in 2002, and currently serves approximately 1,600 advisory firms throughout the country. The management team began serving independent RIAs in the 1980s. For more information on Shareholders Service Group, please visit www.ssginstitutional.com.