Wealthbox + Bento Engine

Modern CRM integrated with advice technology and proprietary content to better serve clients.

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Overview

Bento Engine combines powerful advice technology, proprietary content and timing expertise to empower financial advisors to better serve their clients and grow their business. With the Wealthbox integration, Bento automatically creates tasks in Wealthbox that contain topics for advisors to discuss with clients.

See Bento Engine alerts as tasks in Wealthbox.
Alert details are included with the automated tasks.

Resources

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Blog post

Bento Engine Integrates with Wealthbox for Automated Advice

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Amber Foreman
“Bento Engine’s innovative approach to automated insights and advice is the perfect match for Wealthbox users who want to make a huge positive impact for their clients.”

Amber Foreman, Wealthbox

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