WEALTH MANAGEMENT
Solutions to
Strengthen
Your Firm
Beacon Products for Wealth Firms
With our vast experience as a wealth management service provider, we are well-equipped to create innovative gap products and solutions that help wealth firms better understand the marketplace, meet regulatory demands, and improve internal knowledge.
Benchmark
A platform to compare important business metrics anonymously among your peers that guides insights for strategic business actions. Elevate your wealth management knowledge with Benchmark and better understand the competitive landscape.
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Vendor Management
Keeping up with changing regulations is essential for wealth management firms to ensure reliable management of third-party vendors. Built specifically for wealth management firms, our Vendor Management platform is aligned with SEC and FINRA guidelines.
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RFP Engineer
A platform designed to adhere to regulatory requirements and crafted to guide your firm in navigating the Request For Proposal (RFP/RFI) process. Our solution ensures you choose the best provider for your firm with confidence while making sure due diligence has been done.
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University
A dynamic learning management system (LMS) created to enhance and maintain your staff’s fundamental understanding of the wealth management and retirement planning business model.