Recent Activity
Gilli
User for 5 months
Recently Created Pages View All
Storage Usage
For each active client group, Beegle provides 10GB of file storage. The allocated storage is not ...
Enabling Integrations
Before being able to use an integration it needs to be enabled by a Beegle user with administrati...
RetireMap
The integration with Retiremap allows users to import financial projections for a client group fr...
Current Documents
Beegle User Agreement.pdf Beegle Service Level Agreement.pdf Beegle Privacy Policy.pdf
New Client Import
Beegle has the capability to set up a new client group through the use of AI, reducing the time t...
Recently Created Chapters View All
Integrations
Details of how to set up and use integrations
AI Services
Details of the AI featured incorporated in the app and how to use them
Projections
Details about adding and using projections
Key Dates
Instructions on how to utilise key dates and deal with certain scenarios
Goals
Instructions on how to utilise goals and deal with certain scenarios
Recently Created Books View All
Agreements
User agreements and privacy policies
Privacy and Security
Beegle's approach to security and privacy
Features and Usage
Guides and details on particular features and records in Beegle
Billing & Subscriptions
Details about managing billing and subscriptions
User & Login Management
Details about managing user privileges and login credentials