Our Products

Leverage our suite of operational, educational and practice management product offerings designed to support your firm’s growth goals and regulatory requirements.

Our deep wealth management expertise, combined with our extensive vendor relationships, uniquely positions us to develop the products and solutions modern firms need to create distinct competitive advantages for their businesses.

Improve Business Intelligence

with key benchmarking data

Mitigate Third-Party Risk

with reliable vendor management

Provide Ongoing Education

for customer-facing employees

Explore Our Products


Competitive knowledge is critical for making educated, strategic decisions on processes and headcount. Beacon’s Benchmark product 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.

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Vendor Management

A sustainable, repeatable and accurate vendor management program is critical for mitigating risk to both your firm’s operations and 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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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.

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