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Wealth Management EDGE
June 10 - 12, 2025
The Boca Raton ResortBoca Raton, FL

Bonsai

Profile

Bonsai empowers advisors with the industry's first individual asset-liability management platform. Deeper relationships, stronger growth, and determined outcomes delivered through the seamless integration of predicative financial planning, insurance hedges, custom public-private model portfolio construction and prescriptive practice management, all within a unified user experience. The foundation of this vision is based on managing the entirety of a client’s balance sheet with the same level of dedication and diligence that it takes to bonsai a tree.