Who We Serve
RIAs
Our proprietary personal asset liability management platform extends a Registered Investment Advisor's financial planning capability by effectively delivering risk solutions and optimized asset allocation that complement and enhance their wealth management expertise.
Broker Dealers
Our proprietary personal asset liability management platform aligns and promotes a Broker Dealer's enterprise level solutions by providing their registered representatives with a unified experience.
Fraternals
The Bonsai platform offers a comprehensive suite of four integrated solutions bringing Personal Asset Liability Management (PALM) to life for Fraternal Organizations and their producers. Each solution is crafted to enhance the client experience, elevate financial planning, and create sustainable value for their members.