Whether you access our solutions directly through the MyBonsai website or through one of our Turnkey Asset Management Platform (TAMP) partners, you can utilize MyBonsai software and/or access the Bonsai Exchange.
Insurance Agents can access our solutions directly through the MyBonsai website or through one of our IMO partners.
Fraternal organizations can utilize our specialized consulting services specifically designed for the unique needs of Fraternals.
Broker Dealers and other financial institutions with enterprise level solutions seeking to provide holistic wealth planning to their independent or captive advisors.
