- Benjamin

Benjamin is a tool that’s changing the game for RIAs.

Increase your capacity to bring on new clients

Nurture your current clients

Improve your communication and client engagement

Save 5 hours a week with the Benjamin digital assistant.

See what Benjamin has to offer your business.

Capabilities designed for RIA’s

Proactive Alerts

Set alerts to stay proactive on your client portfolios and communication needs.

Client Communications

Take action on dynamic lists that allow you to create tasks in your CRM, communicate with your client or notify you internally. It’s the assistant that scales and allows you to build relationships

Relationship Building

Let Benjamin take over the paperwork process and ensure the client stays in-step with you through the whole process.

Meeting Scheduling

Let Benjamin schedule meetings for you and do some initial prep work on your behalf.