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Description This dashboard displays progress towards a client's goals. More specifically, the progress at a point in time rather than the ultimate end point. That is, it indicates whether the client is on track to achieve a goal or not compared to the proje...

Description This dashboard has two tabs: Next steps Lists, in date order, anything that needs to be addressed for the client group.  Includes goals, key dates, expiring beneficiary nominations, loan terms changing, annuities maturing and strategies to ...

Beegle recommends adopting a naming convention for client groups. This will make it easier for users to locate a particular client group.  Beegle recommends following the below naming convention, which takes into account that the app often sorts client groups...

Although Beegle has stringent data storage and app access policies, users can further protect client personal information by the way it is entered into Beegle.  Based on this Beegle suggest not storing full account numbers for clients. Beegle's recommendation...

Where Income Protection or TPD policies are implemented with a linking arrangement between superannuation and personal ownership they need to be properly recorded in Beegle to avoid double counting the insurance benefits in Beegle reports and dashboards.  For...

Many of the fields for Strategies are intuitive. Following is a list of fields that either require additional explanation to get the best outcome, or have an impact on dashboards and reports.  Commencement date This does not impact reporting or dashboard...

The fields are relatively self explanatory. Those that impact dashboards, reports or require additional explanation are noted below.  Target amount This is the ultimate financial target balance associated with a goal. For example, a goal to go on an over...

The fields are relatively self explanatory. Those that impact dashboards, reports or require additional explanation are noted below.  Actioned status When first adding a key date, this will typically be set to either: Not actioned: This is used for th...

Strategies are used to record any financial strategies recommended for a client. Typically, these are the strategies included in advice documents issued to the client.  Strategies become extremely useful when future strategies to consider are also recorded. T...

As the name suggests, these records store all of a clients goals. Beegle displays goals that have been achieved, those currently being pursued and importantly those that clients want to achieve in future.  Having these future goals on record allows the advise...

Key dates are used for any items or events that don't fit neatly into a strategy, goal, or things that Beegle calculates automatically.  They allow the adviser and organisation flexibility to capture all records and events in a way that suits them. 

Description This dashboard reports on a client insurances relative to insurance needs, while also providing the core details of their polices. The elements are as follows: Insured amount The sum insured for the type of policy for the insured individua...

Description Lists all assets and liabilities for a client group.  By default the filter is set to exclude closed accounts.  Note that the total shown does not include any assets or liabilities which are flagged to be excluded from financial tracking. 

Projections are used to record where you forecast account values to be over time. If these forecasts include the clients goals then projections can be used as a benchmark to determine whether a client is on track to achieve those goals, by comparing actual acc...

Best practice is to ensure all the individuals, entities and goals for the client group are added before adding projection data. This will allow you to link projections to these records.  Projection data is accessed from the left navigation bar after selectin...