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
Benchmark!
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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University!
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.
