Financial Professionals

Financial Professionals
Insurance Agents
Fraternal Organizations

Financial Professionals & RIA Firms

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. MyBonsai software allows you, as a financial professional, to utilize an asset-liability, wealth management planning tool that is real-time and interactive to significantly enhance value to your clients. You also have access to the Bonsai Exchange which offers best-in-class, risk management solutions, including life insurance, annuities, long-term care, business valuations and access to a unique home equity offering.

Contact us directly at 1-833-BONSAIX (1-833-266-7249) or work through one of our TAMPS to learn more.

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“My partners and I recognize the definite need for managing a client’s financial life more holistically and firmly believe that Bonsai’s solutions fill this gap,” said Frank Porcelli, one of Bonsai’s Founding Partners and former head of US Wealth Advisory for BlackRock."

Frank Porcelli,
 Former Head of Wealth Management at BlackRock, and Founding Partner, Bonsai, LLC