Product Description

About this Product

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Benjamin is the world's first digital assistant built for advisors:
  • Meet the first digital assistant built for advisors.
  • Using AI, he eliminates menial tasks to build efficiency.
  • Automate your workflows.

About Wela

Wela is a financial technology company that is focused on creating solutions that enable advisors to scale their teams, deliver more value to clients and grow profit margins. After building their own RIA firms, the founders of Wela set out to create the industry's first ever digital assistant, Benjamin™, to eliminate menial tasks that were bogging down their valuable human resources. As an industry our we will need to continue growing our value, but at the same time we may be forced to keep fees the same. So, it is up to us, an industry, to find ways to leverage advanced technologies to enable teams to do more and focus on higher value tasks. Benjamin™ does exactly this for financial advisors in a unique way that leverages an advisors current technologies and process and just adds a digital team member to the mix.

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Category

Practice Management, Other
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Serving RIAs Since

2018
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Discount for Schwab Clients?

No

0719-93C0

API integration is available through Schwab OpenView Gateway®, which is provided by Performance Technologies, Inc. (“PTI”). Single sign-on is provided by PTI. Daily data files and trading integration are available through Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. Not all third party providers listed on this site have integration agreements with Schwab. Schwab OpenView Gateway® and Schwab OpenView MarketSquare™ are services of PTI.

References to third parties on this site (whether such parties are vendors participating in a service of PTI or independent advisors using a service of a participating vendor) are not an endorsement or recommendation of, or an opinion (favorable or unfavorable), or advice about, or a referral to any product or service of any third party. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors. Unless indicated otherwise, third parties are independent and not affiliated with PTI or its affiliates.

Schwab Advisor Services includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, and the technology products and services of PTI. PTI and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other. PTI’s integration solutions integrate data about accounts custodied at CS&Co.

Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.