Value Beyond Investing: How Bento Engine helps client-centric Advisors deepen existing relationships
Description
In this episode of Great Aspirations, Mike LaMena speaks to Philipp Hecker, CEO of Bento Engine, an award-winning FinTech platform that combines technology and wealth management advice.
Wealthspire Advisors ("Wealthspire") has partnered with Bento Engine ("Bento"), an integrated content and technology solution, to generate preapproved and proactive client-specific content. One of Wealthspire's employees is an investor in Bento and serves on its Advisory Council, but Wealthspire and Bento are not affiliated companies. Neither Wealthspire nor Bento received direct or indirect compensation from the other party for their involvement in the production of this podcast episode.
IMPORTANT DISCLOSURE INFORMATION
Wealthspire Advisors LLC (“Wealthspire”) is a registered investment adviser and subsidiary company of NFP Corp. This presentation is for general information and educational purposes only. It should not be construed as personalized investment, legal, tax, or accounting advice, or a guarantee that you will experience a certain level of results if Wealthspire is engaged, or continues to be engaged, to provide services. While the information is considered to be reliable, Wealthspire cannot guarantee its accuracy, completeness, or suitability for any purpose, and makes no warranties with regard its use. Different types of investments involve varying degrees of risk, and it should not be assumed that any investment, investment strategy, or non-investment related or planning services will be profitable, be suitable for your portfolio or individual situation, or prove successful. A copy of Wealthspire’s current written disclosure Brochure discussing our services and fees is available upon request or at www.wealthspire.com.
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