BeaconSuite CRM · Est. 2026
BeaconSuite CRM is a scheduling and client engagement platform for consultants in the unit trust, insurance, wealth planning and any general consultancy businesses, to provide an upgraded Client Journey experience.
🌏 This platform is currently soft launching in Malaysia. We are working on making BeaconSuite available worldwide. Do tune in for the latest updates.
01
A polished, branded scheduling page for prospects — phone, in-person, or portfolio review.
02
PDPA-aligned consent capture, masked PII, and a complete engagement audit trail.
03
Publish market updates and fund factsheets directly to your prospect-facing portal.