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

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

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

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

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

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

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

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

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

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

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

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

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

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

After adding business, user, and billing details you can start adding your clients by clicking th...

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

Beegle allows organisations to control which client groups each user has access to. This is to ca...

Forgotten password If a user forgets their password, they can follow the instructions and option...

Only users with administration privileges are able to add users. Navigate to the 'Users' page....

Only users with administration privileges are able to add users. Adding a User Navigate to th...