RIAs
Registered Investment Advisors
Bonsai allows advisors to utilize a personal asset liability management platform that is real-time and interactive to significantly improve the probability of achieving their clients determined outcomes. 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.