What We Do
MyBonsai, Bonsai Exchange, Bonsai Investment Management and Bonsai Institute.
Our Platform
MyBonsai
Our proprietary predictive financial planning software empowers advisors to hyper-personalize the wealth planning experience and significantly enhance client outcomes with a scenario-based personal asset liability management methodology.
Bonsai Exchange
Our risk solutions marketplace representing competitive solutions that complement the hyper-personalized wealth planning methodology and elevate the probability of clients achieving their determined outcomes.
Bonsai Investment Management
Our uniquely differentiated, fully integrated wealth management platform that delivers custom public-private model portfolios, market strategy and valuable insights to advisors and their clients.
Bonsai Institute
Our prescriptive practice management identifies proven opportunities for advisors to unlock their maximum potential, creating step-by-step road-maps that automatically put checkpoints in place to keep advisors focused on their success, both IN and ON their business.