How much does Benson cost for financial advisors?

Benson is available via a subscription model at $29 per month. This provides financial advisors with access to automated investment strategies, portfolio diversification tools, and real-time market analysis to support their clients.

Is Benson suitable for wealth management firms looking for investment tools?

Yes, Benson is designed for wealth management firms, offering features like automated investment strategies, portfolio diversification tools, and real-time market analysis. It helps firms provide sophisticated investment solutions and personalized financial advice to their clients.

Benson

Automate portfolio building and rebalancing

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Shyft Score

Directory quality rating

Reviewed

53/100

Quiet

Found in 1 source

Our take

The verdict on Benson

AI-generated

Benson offers automated investment strategies and personalized financial advice, making it accessible for individual investors. Its user-friendly mobile app is a strong differentiator.

Strengths

Automated investment strategies
Personalized financial advice
User-friendly mobile app
Affordable pricing at $29/mo

Limitations

Limited to individual investors
No mention of AI readiness

Best for: Individual investors looking for automated, personalized investment advice.

Request a demo to evaluate Benson for your team.

See how Benson fits your stack

Benefits

Why teams choose Benson

Access sophisticated investment strategies previously only available to high-net-worth individuals

Save hours of research time with automated portfolio management and real-time market insights

Reduce investment risk through intelligent diversification tools and personalized advice

Make informed investment decisions on-the-go with an intuitive mobile interface

About

What is Benson?

Benson is an investment management platform that automates portfolio building and rebalancing. It provides real-time market analysis, diversification recommendations, risk assessment, and personalized financial guidance through a mobile app.

Key capabilities

Automated investment strategies

Portfolio diversification tools

Real-time market analysis

User-friendly mobile app

Personalized financial advice

At a glance

What you can do with Benson

Building and maintaining diversified investment portfolios

Automating portfolio rebalancing based on market conditions

Assessing and managing investment risk exposure

Tracking portfolio performance and returns

Receiving personalized investment recommendations

Best for

Individual investorsFinancial advisorsWealth management firms

Pricing

Benson pricing

Benson starts at $29/mo

Starting at $29/mo

Ecosystem

Connected ecosystem

MCP servers, AI skills, and integrations that work with Benson

Integrations

PlaidStripeQuickBooksXeroSalesforceZapierRobinhoodCoinbase

FAQs

Frequently asked questions

Common questions about Benson and its capabilities

Benson offers individual investors automated investment strategies, portfolio diversification tools, real-time market analysis, a user-friendly mobile app, and personalized financial advice to help them invest like the wealthy with ease.