Wealth Management Platforms
The Future of Advice is a Unified Experience.
In a world of rising client expectations and digital disruption, a fragmented technology stack is your biggest liability. We provide the intelligent, integrated platform to unify the client and advisor experience, automate back-office operations, and deliver the hyper-personalized service that high-net-worth clients demand.
The Beakwise Wealth Suite: One Platform for the Entire Lifecycle
We collaborate with leading global partners to deliver jurisdiction-specific investment software solutions, while also designing and implementing bespoke end-to-end systems that leverage our deep expertise in financial services technology.
Global Investment Software Integration
We partner with leading investment software providers across different jurisdictions to ensure regulatory compliance and local market expertise, while maintaining a unified global view of client portfolios.
Tailor-Made Advisor Solutions
Whether integrating best-in-class tools from our global partners or building custom solutions, we create advisor workbenches that combine CRM, financial planning, and automated workflows tailored to your specific operational needs.
End-to-End Digital Transformation
Leveraging our deep expertise in financial services technologies, we design and build complete digital experiences - from white-label portals to mobile apps - that meet the unique demands of wealth management clients globally.
Building Your Perfect, Best-of-Breed Ecosystem
We understand that every firm is unique. Our role is to be your vendor-agnostic transformation partner, architecting a solution that is a perfect fit for your strategy.
While our Beaksurance Suite provides a powerful foundation, we often integrate best-in-class, specialized third-party systems for core functions. Our deep market knowledge allows us to help you select and implement the perfect partners for your specific jurisdictional and functional needs.
Key Integration Areas:
Core Trading & Custody Platforms:
We have experience integrating with all major trading and custody systems.
Financial Planning Software:
We connect with leading financial planning and risk profiling tools.
Compliance & Reporting Engines:
We ensure seamless integration with regulatory reporting and AML/KYC solutions.
More Than Technologists. We Are Investment Professionals.
Our team's unique advantage is that we speak both languages: technology and finance. We are not just developers; we are your peers.
CFA Charterholders
Our strategic leaders hold the CFA charter, the global gold standard in investment analysis and portfolio management.
Capital Markets Certified
Our team holds advanced certifications from global Capital Markets Boards, ensuring deep expertise in regulatory and market structures.
Seasoned Veterans
We are a team of seasoned professionals from the asset management and private banking industries. We have sat in your chair and solved these exact challenges before.
Explore Our Full Product Ecosystem
Discover how our integrated solutions work together to transform your operations.
All Products
Browse our complete catalog of solutions and platforms.
The Beaksurance® Suite
Our flagship intelligent insurance ecosystem.
The Core Engine (INSIS)
The foundation of modern insurance operations.
Advanced Data & AI Platforms
Enterprise extensions for analytics and governance.
Digital Experience Channels
White-label portals and mobile apps for customers and partners.
Ready to Transform Your Operations?
Join 50+ enterprises that trust Beakwise to modernize their insurance and financial services infrastructure.
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