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    Engaging Client Portfolio Reporting

    Beacon gives your clients a modern, interactive reporting experience with portfolio data, performance information, and key metrics.

    Benefits

    Clarity and Professionalism

    Turn complex data into simple, visually engaging dashboards that clients can easily interpret. This enhances their understanding of their portfolio while positioning your business as transparent and professional.

    Tailored Insights

    Configure dashboards to focus on the metrics and portfolio details most relevant to your clients. Provide a personalised experience within a consistent framework that builds engagement without overwhelming them.

    Streamlined Experience

    Beacon pulls live data directly from Xplan, eliminating the need for manual report preparation. This seamless integration saves hours of work, reduces errors, and delivers always-current information to your clients.

    Beacon transforms client portfolio reporting into an engaging, interactive experience.

    By pulling live data from Xplan and presenting it through visually rich BI dashboards, Beacon eliminates the need for static reports and manual updates. Clients gain easy access to clear, branded, and tailored portfolio insights—while you save time and reduce reporting errors.

    With flexible configuration, Beacon lets you highlight the metrics that matter most to your clients, ensuring every interaction reinforces trust and professionalism.

    Key Reporting Areas

    • Executive Scorecards icon

      Executive Scorecards

      High-level performance dashboards showing key metrics, trends, and business health indicators for leadership teams.

    • Adviser Performance Tracking icon

      Adviser Performance Tracking

      Individual and team productivity metrics, pipeline visibility, and goal tracking to drive performance and accountability.

    • Operations Workflow Monitoring icon

      Operations Workflow Monitoring

      Real-time visibility into operational processes, bottlenecks, and workflow efficiency across your organisation.

    • Client Service Metrics icon

      Client Service Metrics

      Track client satisfaction, service delivery times, and experience metrics to continuously improve your client offering.

    Ready to see Beacon in Action?

    Contact Us

    Frequently Asked Questions

    Common questions about our reporting portal and performance dashboards.