Saving you effort you can invest elsewhere
Strong apart. Unbeatable together
Individually, our solutions add a lot of value to your business. But it’s when you bring them together – with a single live data feed and log-in – that you'll really appreciate the Benchmark difference.
All your processes in one place
Digital on-boarding. Client review and reporting. Compliance. Our technology brings together everything you need to run a safe and successful practice.
A window into your clients’ wealth
Our client portal lets you see everything you’re doing for your clients, and lets them see how well it’s working. Got a question? You can message each other – or us – securely.
Full control at your fingertips
Ready to manage your clients’ investments? Our platform marries funds from the best providers and our award-winning Model Portfolio Service to take you to the next level.