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The integration with Retiremap allows users to import financial projections for a client group from Retiremap to Beegle. Following is information on how to enable the integrations, how to link client groups between the software, and how to import projections f...

Before being able to use an integration it needs to be enabled by a Beegle user with administration privileges. Although each integration will have a different ways of getting activated, depending on the options available from these third parties, they are all...

For each active client group, Beegle provides 10GB of file storage. The allocated storage is not restricted to an individual client group and rather made available to your overall Organisation. Therefore the 10GB storage allocation for an active client group c...