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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


With Benjamin, you’ll have more bandwidth and better process management.

Who is already using Benjamin?


Enhance your client relationships

without losing the human aspect.

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

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

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

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

Stop missing out on opportunities with clients and prospects.