Bento Engine and Event Advisors Launch “Bento Events in a Box” Program
Bento Engine (“Bento”), an award-winning fintech empowering financial advisors to deliver proactive, comprehensive advice at scale announced today a new partnership with Event Advisors, a leading specialist on impactful client events that move the needle.
Holistiplan and Bento Engine Announce Integration
Holistiplan, the industry-leading tax planning software, and Bento Engine, an award-winning advice engagement solution, today announced a new integration partnership that enables Holistiplan users to directly access Bento content to better serve clients during “Moments That Matter”.
Bento Engine Wins Prestigious WealthBriefing Award
Leading WealthTech firm Bento Engine has been selected as a winner in the ‘Client Communication Solution or Tool (US)’ category at The WealthBriefing WealthTech Americas Awards 2024.
Bento Engine Launches Children & Wealth Program to Educate the Next Generation
Bento Engine Inc. (“Bento”), a fintech empowering financial advisors to deliver proactive, comprehensive advice at scale to better serve clients, deepen relationships and convert more prospects, today announced it will debut its Children & Wealth program during a Wealthbox webinar on Tuesday, November 22. The Children & Wealth program, which consists of educational, client-ready, age-based financial advice, developed with the assistance of respected experts including Susan Doty and Mac Gardner, is designed to help caring parents introduce their children to the important concepts of money and wealth.
Bento Engine Adds Three New Hires Including Chief Growth Officer
Bento Engine Inc. (“Bento”), a fintech empowering financial advisors to deliver proactive, comprehensive advice at scale to better serve clients, deepen relationships and convert more prospects, today announced the addition of three key new team members for the roles of Chief Growth Officer, Chief of Staff and Advice Evangelist / Business Development Representative.
