True Beacon

Provides bespoke investment solutions for UHNIs to help them prioritize their businesses, family, and philanthropic activities. They deliver active wealth management solutions and deeply understand client requirements through legacy and long-term planning, global deal flow, venture building opportunities, alongside core investments.

Uploading all the user data and sending the reports one by one was very time-consuming.

All reports can now be uploaded to Google Drive and sent to their respective clients.