Beacon Press Releases
October 3, 2007 - Beacon Strategies Consulting Services group partners with a top national Broker Dealer in evaluating and evolving its Representative Desktop. June 5, 2007 - Sawtooth Securities, a broker Dealer in Boise, Idaho partners with Beacon Strategies Consulting Services group. Sawtooth has engaged Beacon Strategies Consulting Services arm to build its Advisor Desktop.
March 18, 2007 - CFD Investments, a broker Dealer in Kokomo, Indiana chooses to partner
with Beacon Strategies. CFD will maximize Beacon Strategies Consulting Services arm and
evolve its current systems, processes and Advisor Desktop. CFD's end goal is to deliver to its February 28, 2007 - Broadridge, formerly ADP, engages Beacon Strategies Consulting
Services division. Broadridge will utilize Beacon's deep understanding of the compliance and
wealth management components of the broker dealer business. January 31, 2007 - Investigo, Inc, a solutions company that provides practice management solutions in the form of data aggregation, client reporting and integrated CRM tools for advisors and representatives chooses Beacon Strategies, LLC to aid in the expansion of their broker dealer business. December 4, 2006 - Advisor Products, Inc, a marketing firm that provides custom websites, brochures and newsletters chooses Beacon Strategies, LLC to aid their sales and marketing efforts in the broker dealer marketplace. August 9, 2006 - Kaulkin Information Systems, developer of KISTrack imaging, email surveillance, and workflow compliance software, chooses Beacon Strategies, LLC to grow their sales and marketing in the broker dealer and Registered Investment Advisor marketplace. June 17, 2006 - Techmate, Inc. Chooses Beacon Strategies, LLC to aid in the expansion of their presence in the broker dealer marketplace. June 16, 2006 - Beacon Strategies, LLC opens doors matching best of breed solutions with
needs for emerging companies, broker dealers and registered investment advisors. |