Features and Usage

Beegle recommends adopting a naming convention for client groups. This will make it easier for us...

Although Beegle has stringent data storage and app access policies, users can further protect cli...

Description This dashboard displays progress towards a client's goals. More specifically, the ...

Description This dashboard has two tabs: Next steps Lists, in date order, anything that ne...

Description This dashboard reports on a client insurances relative to insurance needs, while als...

Description Lists all assets and liabilities for a client group.  By default the filter is set ...

As the name suggests, these records store all of a clients goals. Beegle displays goals that have...

The fields are relatively self explanatory. Those that impact dashboards, reports or require addi...

Strategies are used to record any financial strategies recommended for a client. Typically, these...

Many of the fields for Strategies are intuitive. Following is a list of fields that either requir...

Key dates are used for any items or events that don't fit neatly into a strategy, goal, or things...

The fields are relatively self explanatory. Those that impact dashboards, reports or require addi...

Where Income Protection or TPD policies are implemented with a linking arrangement between supera...

Projections are used to record where you forecast account values to be over time. If these foreca...

Best practice is to ensure all the individuals, entities and goals for the client group are added...