Provide Ongoing Education
for customer-facing employees
Mitigate Third-Party Risk
with reliable vendor management
Improve Business Intelligence
with key benchmarking data
Take a closer look at our product offerings, and reach out to our team if you’d like to learn more!
Explore Our Products
Vendor Management
A sustainable, repeatable and accurate vendor management program is critical for mitigating risk to both your firm’s operations and your clients’ data integrity. Find out how our Vendor Management platform can help you meet regulatory demands, grow partner relationships and increase revenue.
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University! (Coming Soon)
To help customer-facing employees keep up with rapidly changing industry requirements and business models, you need a strategic learning platform to support ongoing training needs. Based on decades of senior-level experience, our curriculum is built to enable a strong foundational understanding of the wealth management business.
Benchmark
Competitive knowledge is critical for making educated, strategic decisions on processes and headcount. Beacon’s Benchmark service provides participating wealth management firms a trusted and secure source of reliable comparison data that is standardized, anonymized and, most of all, relevant and meaningful.
