Financial Professionals
Insurance Agents
Fraternal Organizations


Bonsai provides broker dealers and other financial institutions with enterprise level solutions and service utilizing all four of our offerings, MyBonsai Software, Bonsai Exchange, Bonsai Advisors and Bonsai Consulting, for firms seeking to provide holistic wealth planning to their independent or captive advisors.

Contact us at 1-833-BONSAIX (1-833-266-7249) or email us at to 
learn more.

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"It is mathematically impossible to accurately manage a client’s financial structure without a complete purview of their entire balance sheet."

Robert DeChellis,
 Bonsai Founder & CEO