Beegle has gone live with two new related features, which together improve recall for financial advisers and their staff.  Timeline Almost any record (individual, account, policy, goal, strategy, etc.) in Beegle now has a timeline. The timeline is used to track things that happen in relation to the record, giving adviser and their staff a […]

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 […]

Beegle is evolving fast. With the core functionality now in place, we’re shifting focus to the next frontier: seamless client data imports. Our goal? A streamlined process that sets up a client in under 5 minutes — accurate, efficient, and CRM-flexible.

This week Beegle rolled out the ability to control which staff members have access to specific clients.