More valuable benefits for employees and clients

Client Services

My Banyan can expand your client services, client acquisition, and retention. My Banyan is ideal for registered investment advisors, financial planning advisors, insurance companies, banks, credit unions, and law firms, among others.

Give your clients a life-planning system to enhance your service portfolio. This program features a completely secure service to collaborate and manage relationships with your clients. License My Banyan and have a service that is customized, branded, and integrated with your existing programs.

Employee Benefits

My Banyan can be licensed to firms as a part of your employee or senior executives’ benefits offerings. It can be customized and branded to fit into your company’s package.