Built for Wealth Management Firms
One-Stop to Manage RFP/RFI End-to-End Processes
Pre-Existing and Solution Focused Templates
EASY TO USE TOOL TO COMPARE VENDORS ON A LEVEL PLAYING FIELD.
Kick Start your RFP/RFI process with pre-built templates
A sustainable, and repeatable process delivering a level playing field for analyzing responses
Curated support to guide you through your RFP/RFI projects
DASHBOARDS
Access to reports, reviews, open items, response progress and vendor answer and scoring comparison.
PRE-BUILT RFP/RFI QUESTIONNAIRES
Standard questionnaires based on solution(s) that can be easily tailored / customized to your needs.
UNIFIED PLATFORM
The platform organizes and manages the information using automation.
AS THE INDUSTRY CONTINUES TO EVOLVE, FIRMS ARE FACING INCREASING HEADWINDS
Chip Kispert founded Beacon Strategies, LLC in 2006 to help wealth management firms and solution providers meet these challenges with thought provoking roundtables, experienced consulting services, and next generation products and services.
Since opening the Beacon doors, Chip and the Beacon team have become the central repository and bridge to the ever-evolving network of products and services available to wealth firms.
We’re excited to share with you our suite of operational, educational, consulting and practice management product offerings designed to support your firm’s growth goals and employee development.
To Learn More about RFP Engineer and Beacon Strategies
OUR STORY CUSTOMERS
Our Testimonials
Getting a smaller group of highly qualified people into the same room for a day is one of the most valuable ways to meet, build rapport and learn from others in our industry. Beacon Roundtables are the best way to do exactly that!
Richard Walker
Quik!This was an excellent collection of talent from across the industry and I really appreciated the knowledge sharing and openness of everyone that attended.
Suzy Tuck
PaperclipA wonderful collaboration of industry professionals coming together to share knowledge and experiences for the benefit of all involved in the roundtable.
Lori Fuerstenberg
IPI ManagementI've attended several roundtables and many seminars and conferences. I can honestly say that I received more value from this roundtable experience than any other I can remember.
Veronica Hammond
First CommandThis was an excellent collection of talent from across the industry and I really appreciated the knowledge sharing and openness of everyone that attended.