Benetic recognizes that advisors and consultants bring great value to their clients.

We put advisors and consultants at the center of everything we do.
Benetic does not serve as an advisor or consultant.

Advisors and consultants can pass on our competitive fund pricing to benefit their clients.

Benetic's automation of selecting vendor services, monitoring, and maintenance reduces the time and effort needed for advisors and consultants to help their clients.

We don't try to put each advisor and consultant in a box decided as "best practice." Instead, we let you choose - whether through quick start questions or through in-the-weeds item-by-item decisions how you want to pick a recordkeeper, change existing services, select an investment fund, or pick your wellness solutions.

Benetic provides data to you and your team about what you're doing and how it impacts your clients.