Beanstalk Link™ - your back office connection to product providers

The demand for quality wealth management services is rapidly rising. But many financial institutions still rely on manual labour and paper shuffling. Standalone and non-scalable software applications (such as spreadsheets) are also commonly found hindering back office efficiency.

Manual processes mean a higher chance of error, wastage, and redundancy. Beanstalk Link™ ends all that.

Beanstalk Link™ is the complete and versatile investment product processing solution. It generates automated order processing and fulfillment so you can concentrate your resources on building relationships with your clients.

Beanstalk Link™ is fast and agile - just like the financial markets. With it you can easily offer your customers the best financial products from a range of suppliers.

Beanstalk Link™ reduces cost by:

• Processing order entry automatically thereby streamlining workflow and manpower
• Managing multiple fund house relationships and streamlining operation procedures
• Automating routine utility tasks such as fund price entry
• Eliminating human errors in back office administration
• Delivering regular customizable management reports that allow operations to be monitored, and which satisfy all regulatory and compliance requirements

Beanstalk Link™ increases revenue by:

• Making timely information such as price and performance data and portfolio valuation instantly and directly available to clients, thereby enhancing client satisfaction
• Capitalizing cross-selling and up selling opportunities through a fully integrated platform
• Increasing productivity levels
• Freeing your resources to be deployed where they do the most good - driving sales
• Providing a flexible sophisticated commission calculator that supports your ever enlarging compensation functions