Beegle has formally moved from our preview/demo phase to a fully live General Release. This means any Financial Advice practice in Australia can now create an account and transform their client review process, increase capacity, address adviser recall – all within a refreshing and easy to use app.
Some exciting announcements and developments coincide with the official launch:
- AI Imports – Beegle allows you to upload PDFs to set up a new client. By uploading a CDF, SoA, Super statements and insurance statements all your client’s finances, goals, recommended strategies, key dates and insurance needs analysis are populated in minutes.
- Security Approval – Beegle has always taken security seriously, employing independent parties to assess our app. In addition to this we have recently been approved by Centrepoint Alliance as a ‘Security Approved Provider’. Centrepoint Alliance were particularly impressed with Beegle’s efforts to have all aspects of the app and data remain in Australia.
Joining Beegle
To ensure every new firm gets set up correctly, we are currently managing sign-ups via a personalized onboarding process.
- Ready to subscribe? We are currently enabling accounts by request. Please contact us to have your organization’s account activated.
- Need to see it first? Click here to book a demo.
- Just want to chat? Reply to this email or visit our Contact Page.