Description

Bento (now GrabInvest) is a cloud-based wealth management platform designed for banks and insurance companies. It enables users to integrate investor relations and fundraising tools into one platform; track company funding progress; share documents, emails, and calls in a single location; monitor and evaluate portfolio risks; determine the rules framework of the fund using a customizable compliance rule builder; access investment and fund performance data. Features include compliance management, contact management, mobile access, client onboarding, portfolio construction, risk management, portfolio review, and client reporting.