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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...

Overview Every record in Beegle — accounts, goals, individuals, policies, key dates, financial strategies, and more — has a Timeline showing a chronological history of commentary and activity attached to that record. Where to find it The Timeline appears as...

Overview A Record Comment of Judgement is a structured note that documents advice, observations, or decisions relating to one or more records in Beegle. Comments appear in the Timeline of every record they are linked to. A single comment can span multiple re...

A previously archived user can be restored.  Navigate to the 'Users' page.  Click 'Archived' at the top of the screen and find the user to be restored.   Click 'Show this user'.  Click 'Restore this user' The sign in credentials for the restored user wi...