The front office sales engine

Beanstalk Advisor™ is the first and only software system in Asia with every function and feature necessary to offer a comprehensive wealth management service. It automates and standardizes the financial planning process, and puts all vital client and product information in the hands of your frontline staff. Beanstalk also ensures you can offer fast fulfillment and helps you maintain ongoing and mutually rewarding client relationship.

Beanstalk for financial planning

Your frontline staff can provide personalized, high-value specialist advice that is based on irrefutable facts and solid wealth management theory, and move the client to a fast decision.

Beanstalk for portfolio management (COMING SOON)

Beanstalk enables your customer liaison people to instantly appraise a client's real-time portfolio and provide meaningful advice and recommendations.

Beanstalk for managing sales (COMING SOON)

With Beanstalk your sales supervisors can see exactly who's selling what. Complete with CRM functions, Beanstalk enables you to improve your product mix and sales processes over time.

Beanstalk all the way to the back office

One of the most attractive things about Beanstalk is how it seamlessly takes data between your front and back office operations. Beanstalk Link™ is the connection between your sales and support operations.