Beacon

An AI operating system for financial advisers, built on Microsoft and running in the firm's own tenant. A concept preview.

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The adviser experience

What an adviser opens each morning: what needs them today, and their whole book answered in plain English.

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Understand it

How it works

One page: the architecture, how it connects to an adviser's tools, and why it runs compliant on Microsoft.

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Concept for discussion. Sample data, placeholder brand name.