Buyer Fit
Target firm types
- Wealth Management Firms
- RIAs
Target firm size
- Mid-Size
- Small
Product Description
Product Positioning
Client engagement platform prompting advisors with timely outreach around clients' age-based milestones and life events.
Description
Bento Engine delivers content and CRM-integrated prompts that alert advisors to client age-based milestones and life events, helping them deliver timely, relevant advice across their entire client base.
Integrations
Bento Engine has 7 integrations in our directory
Search below to find what you're looking for
- Microsoft Dynamics Level 3
- PractiFI Level 3
- Redtail Level 3
- Salentica Level 3
- Salesforce Level 4
- Tamarac Level 2
- Wealthbox Level 3
- XLR8 Level 4
Use the search above to find specific integrations
No integrations match your search.
APIs and Security
Security checks
Periodic SOC certification, Periodic Penetration Testing (aka PEN tests)
Public APIs
Yes - Our APIs allow other developers to 'GET' and 'POST' information to our application.
API authentication
OAuth, HTTPS
Data refreshed live via API
Yes
Developer portal exists
Yes
Developer portal URL
Developer portal features
Glossary
Developer sandbox URL
No
