benjamin is able to automate and complete over 100 different tasks that fall within 5 main areas of the client journey: prospecting, meetings, onboarding, proactive maintenance and know your client.
From CRM to portfolio management systems to calendars and custodians…benjamin synchronizes all of them together to bring in the data to execute on tasks that you need him to.
By bringing together data from all of your core systems and combining it with AI-drive workflow automation tools, benjamin communicates across mediums from texts to emails and more, to the appropriate person, at the appropriate time with the specific information to make the communications timely, personable and actionable.
benjamin is ready to go right out of the box, pre-configured with RIA-specific business rules so that you don’t need to replace any of your core systems and can launch benjamin with one single click.
benjamin's brand new custom alerts function allows you to be notified when a client's portfolio goes above or below your preset allocation.
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benjamin integrates with your custodian, CRM, portfolio management software, and e-mail to make you more efficient and grow your book of business.