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Cutting-Edge Technology At Your Fingertips

Transform Your Services With The Right Tools

At BenchMark Financial Network, we equip you with modern technology to level up your services, maximize the client experience and accelerate your progression to independence. 

MarketingCentral

Leverage exclusive, automatable marketing plans tailored to multiple demographics that make outreach as easy as flipping a switch. 

Research and Insights

Showcase the value of your program to clients with our informative research and insights. 

Growth360

We'll identify the areas with the most growth potential to help put the right resources and best practices to work for your program. 

LeadEngine

Have local, high-intent, screened an qualified client leads sent directly to your advisors' inboxes.

AdviceWorks

AdviceWorks

AdviceWorks is a comprehensive and interactive workspace that’s designed to simplify operations, boost growth, and strengthen client relationships. With this software, you can automate tedious tasks, streamline processes, and leverage specialized reporting and analytics.

MoneyGuidePro

MoneyGuidePro

MoneyGuidePro allows you to identify client goals and methodically map out a strategy that uncovers pitfalls, predicts potential challenges, and provides actionable insights for financial success. It’s the ultimate software that enables clients to visualize their financial future and make informed decisions with confidence.

My Advice Architect

My Advice Architect

Leverage an all-in-one-solution for a unified approach that gives you total control of A-Z of your financial services. With My Advice Architect, you will have all the tools necessary in one interface to provide a comprehensive and holistic service that exceeds expectations.

Support That Will Propel You To New Heights

Advanced Planning Team

Advanced Planning Team

Wealth Management Solutions

Wealth Management Solutions

Retirement Planning Solutions

Retirement Planning Solutions

Technology Support Team

Technology Support Team

Why Go Independent

We provide financial advisors with tailored support and advice to help them achieve independence and success in a way that reflects their values. 

Independence

Why BenchMark

BenchMark Financial Network strives to share knowledge and allow clients to make important connections that will facilitate their growth, all whilst providing personalized support.

Why Choose Us

Contact Us

Book a call with one of our specialists to take the first step towards independence now.

Contact Us