Empower Your Clients with Customizable
Wealth Solution Products

Tap into our profound understanding of wealth firms to strategically align your services with the evolving needs of your clientele, ensuring you stand out in the market. Ensure your offerings stand out in the competitive landscape and position your brand for success.

Elevate your employees’ foundational knowledge in key aspects of wealth and retirement planning through our engaging online Learning Management System (LMS). Our customized curriculum focuses on foundational industry elements delivered by Beacon Strategies faculty.

Tailored for wealth solution providers, our Vendor Management Reporting (VMR) platform allows for configurable, fully reconciled reporting at both the customer and provider level. Elevate your vendor management with precision and compliance.