Beegle Website
The Beegle website is now live at beegle-wp-archive.jezweb.net, where you can see what Beegle is about and express interest in becoming a Beegle preview partner.
Discover how Beegle can streamline your review process, enhance client engagement, and help you stay on top of ongoing services. On the site, you’ll find:
- Key benefits of using Beegle in your practice
- Real-world examples of adviser and client dashboards
- Contact details if you have any questions
If you know any fellow advisers who could benefit from Beegle, please feel free to share the website with them!
Coming Soon: Staff Access Controls
A new feature that gives you more control over who can do what in Beegle.
You’ll be able to:
- Choose which team members can access admin settings and business level tools
- Control staff access to specific clients — helping manage privacy and avoiding conflicts of interest
And we’re just getting started — in the coming months, you’ll see the website and pre-view release of Beegle evolve to include access control, app sign-up, user forums, training resources, 3rd party integrations and more.