BeaconSuite

Private Practice Suite · Est. 2026

Your Practice. Perfectly Managed.

BeaconSuite is the institutional-grade scheduling and client engagement platform for unit trust consultants who hold themselves to a higher standard.

01

Public Booking Page

A polished, branded scheduling page for prospects — phone, in-person, or portfolio review.

02

Compliance-First CRM

PDPA-aligned consent capture, masked PII, and a complete engagement audit trail.

03

Investment News Feed

Publish market updates and fund factsheets directly to your prospect-facing portal.