Benchmark’s mission is to empower individuals and financial advisers by providing tools and technology that enhance capabilities and streamline operations. To alleviate the complexities of modern advisory practices, they offer integrated tools and services designed to help financial advisers deliver personalised client service while navigating regulatory requirements and technological advancements, ultimately freeing up advisers to focus on client relationships and business development.

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HIGH-LEVEL FUNCTIONALITY

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KEY FUNCTIONALITY

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NUMBER OF FIRMS, USERS & KEY ACCOUNTS

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OTHER PRACTICE AREAS: