Beegle is an intuitive client dashboard for financial advisers—designed to collaboratively track goals, enhance transparency, and deliver smarter, ongoing service.
Beegle keeps advisers focused on what truly matters to clients – it’s designed to facilitate a client review from preparation through to meeting presentation, ensuring nothing is missed and building client confidence in your services.
Show clients exactly how they're tracking toward their goals with clear, visual insights; helping reduce anxiety and build long-term trust.
Make the impact of your strategies visible. Beegle helps clients see that you’re actively guiding them; even when markets shift.
Cut down on prep time for client reviews with automated goal tracking and pre-built summaries; so you can focus more on conversations, not admin.
Stand out with a sleek, branded dashboard that brings consistency, clarity, and credibility to every client interaction.
Beegle empowers you to build unwavering client confidence by transforming complex financial progress into clear, actionable insights. Discover how Beegle can help you foster trust and make your advice tangible, even in unpredictable markets.
Beegle helps clients clearly see the progress they’re making toward their goals, reducing uncertainty and reinforcing trust, even during volatile markets.
Show - not just tell, how your strategies and decisions contribute to real outcomes. Beegle helps make your advice tangible and measurable.
Generate goal tracking summaries and meeting-ready insights in minutes, freeing up time for deeper, more meaningful client conversations.
Whether you’re a solo adviser or managing a team, Beegle scales with you, bringing structure, efficiency, and professionalism to your ongoing service model.
Empower paraplanners and associate advisers with dashboards that make client priorities, and next steps, easy to understand and communicate.
Ensure every client receives a high-quality, structured review; no matter who in the team is delivering it.
A simple, real-time snapshot of each client’s progress toward their goals, designed to build confidence and keep engagement high.
Easily track progress toward financial goals, showing clients they’re on track – or where to adjust – so both adviser and client stay focused on what really matters.
Quickly assess a client’s financial position and insurance coverage, highlighting gaps and opportunities for adjustments – all in one clear snapshot.
Highlights upcoming priorities and tasks, ensuring clients and advisers remain on the same page and moving forward together
Minimum 12 month subscription
Dormant client groups incur no fees
10 GB storage/active client group
Additional storage available per User Agreement
No fees per user so all staff can have their own login
You can register without providing payment details
Two sample clients are provided
Payment details only required when activating a client or enabling a feature
