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Account Balances
Description Lists all assets and liabilities for a client group. By default the filter is set ...
Are you still covered?
Description This dashboard reports on a client insurances relative to insurance needs, while als...
Next steps & Achievements
Description This dashboard has two tabs: Next steps Lists, in date order, anything that ne...
Usage
Key dates are used for any items or events that don't fit neatly into a strategy, goal, or things...
Usage
As the name suggests, these records store all of a clients goals. Beegle displays goals that have...
Usage
Strategies are used to record any financial strategies recommended for a client. Typically, these...
Explanation of fields
The fields are relatively self explanatory. Those that impact dashboards, reports or require addi...
Explanation of fields
The fields are relatively self explanatory. Those that impact dashboards, reports or require addi...
How are you tracking?
Description This dashboard displays progress towards a client's goals. More specifically, the ...
Explanation of fields
Many of the fields for Strategies are intuitive. Following is a list of fields that either requir...
Dealing with Super Split Policies
Where Income Protection or TPD policies are implemented with a linking arrangement between supera...
Storing Account Numbers
Although Beegle has stringent data storage and app access policies, users can further protect cli...
Client Group Naming
Beegle recommends adopting a naming convention for client groups. This will make it easier for us...
Forgot Login Details
Forgotten password If a user forgets their password, they can follow the instructions and option...
Delete a User
Only users with administration privileges are able to add users. Navigate to the 'Users' page....
Add a New User
Only users with administration privileges are able to add users. Adding a User Navigate to th...
Subscription Model
Beegle charges a monthly subscription for each active client group. Following are the details of ...
View Invoices
Invoices can be viewed at on the 'Billing & Subscriptions' page within Beegle, or on your Stripe ...
What happens if I delete a client group inside their commitment period?
When deleting a client group, which is still within the commitment period, all underlying data wi...
My licensee details are incorrect
Licensee details are managed by Beegle. If you notice your licensee details are incorrect or out ...