How Advisors Use Bento Engine + Wealthbox to Provide Proactive Advice

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Watch this recorded webinar to see how the Wealthbox + Bento Engine integration enables advisors to proactively advise all of their clients so that families thrive, and advisor practices grow. This webinar covers:
  1. How Bento Engine’s brand new “Children & Wealth” program can be used to help advisors engage with their clients and aid in raising financial awareness with their children.
  2. How Wealthbox’s “social CRM” product design allows advisors to collaborate as a team and manage client relationships like never before.
  3. How the integration between Bento Engine and Wealthbox allows users to deepen client relationships and convert more prospects with the help of proactive and impactful advice.
  4. The benefits of the Bento Engine and Wealthbox integration, and how to get started with ease.


Cassie Jackson

Chief Growth Officer

Bento Engine

Chris Kopanski

Sr. Product Specialist


“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


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