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Product

Simplicity, flexibility and control

For banks, credit unions and financial institutions.

A totally new concept, built to improve the experience of both users and management.

BeaconVu has been designed as a single solution for all asset types, not a patchwork of systems that operate differently. BeaconVu delivers highly configurable portfolio accounting facilities. Its subscription model and innovative design give you simplicity, flexibility, and control.

A cloud-native SaaS system without the burden of project management, BeaconVu is based on a disruptive, modern architecture that scales as your business grows.

BeaconVu by corfinancial has been designed as a single solution for all asset types, not a patchwork of systems that operate differently. BeaconVu delivers highly configurable portfolio accounting facilities. Its subscription model and innovative design give you simplicity, flexibility, and control.

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A cloud-native SaaS system without the burden of project management, BeaconVu by corfinancial is based on a disruptive, modern architecture that scales as your business grows.

Three key problems BeaconVu will solve for you

Enabling businesses to leverage their data to facilitate better decision-making

Accessed securely from anywhere, BeaconVu will always keep you connected

The intuitive design makes onboarding easy

Features

  • User configured dashboards
  • Broad selection of amortization and accretion calculations
  • Extensive instrument coverage
  • Facilities to support merger and acquisition consolidation
  • APIs to integrate with ledger and asset/liability management systems
  • Automatically updates pricing and factors via a fully integrated data service provider
  • Regulatory and management reporting

BeaconVu delivers accounting and reporting features for multiple asset types

Asset classes

Municipal Bonds

Asset and Mortgage-Backed Securities

Collateralized Mortgage Obligations

Collateralized Debt/Load Obligations

Treasury Securities

U.S. Agency Securities

Corporate Bonds

Eurobonds

Money Market Instruments

Equities

Pricing

Please contact us for a detailed quotation based on your business’s specific needs.

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BeaconVu brings complete flexibility to your business at an affordable price point.

Annual Subscription Tiers

SERVICE RESTRICTIONS

NUMBER OF USERS LIMIT

NUMBER OF LOTS LIMIT

VALUE OF INSTRUMENTS MANAGED LIMIT

TIER ONE

Up To 5

Up To 250

Up To 1bn

TIER TWO

Up To 35

Up To 1000

Up To 3bn

TIER THREE

Up To 50

Up To 2000

Up To 6Bn

ENTERPRISE

Custom

Custom

Custom

Note: Additional fees apply to data usage

REQUIREMENT

NUMBER OF USERS

NUMBER OF LOTS

AUM MANAGED

HOSTING FEES

TOTAL ANNUAL SUBSCRIPTION

TIER ONE

Up To 5

Up To 250

Under 1bn

tbc

tbc

TIER TWO

Up To 35

Up To 1000

Up To 3bn

tbc

tbc

TIER THREE

Up To 50

Up To 2000

Up To 6Bn

tbc

tbc

ENTERPRISE

Custom

Custom

Custom

Custom

Custom

Note: Additional fees apply to data usage

Service Restrictions

AUM MANAGED

NUMBER OF LOTS

NUMBER OF USERS

MARKET DATA FREQUENCY

TIER ONE

Up to 2Bn

Up to 250

Up To 5

Monthly

TIER TWO

Up to 4Bn

Up to 1000

Up To 35

Daily

TIER THREE

Up to 4Bn

Up to 2000

Up To 50

Daily

‘This system will totally transform your portfolio accounting function.’

Benefits of BeaconVu

1. Taking control
2. Wider access
3. Self-service
4. Intuitive UX

1. Taking control

Take control and leverage the dataset within your portfolio accounting system. A powerful range of analytics and reporting functionality is provided.

BeaconVu Dashboard

2. Wider access

A comprehensive SaaS system at the click of a button. With no installation required, you can be up and running in no time.

BeaconVu Dashboard

3. Self-service

Giving the user control of their data and how they want to use it. 

4. Intuitive UX

BeaconVu is both simple to learn and easy to use. Its intuitive design facilitates rapid onboarding.

BeaconVu in a nutshell

  • Easy to Consume – 12-month subscription-based offering
  • Easy to Deploy – available as a service, requiring minimal in-house technology skills/infrastructure
  • Cost-effective – affordable and cost-effective compared to many competitive solutions
  • Modern Technology – leading edge ‘self-service’ enabling technology, removes existing aging systems that are increasingly difficult/expensive to operate, reducing operational risk
  • Integrated Data Feeds – includes integrated flexible data bundles, eliminating need for direct contractual/commercial complexities with third party data providers
  • Future-proofing – reduce operational and support overheads – effectively outsourcing without giving up control. BeaconVu has continually developed, functionally rich features
  • Choice without Sacrificing Control – overcomes restrictions imposed by third-party solution providers having your own system without costly overheads: providing simplicity, flexibility, and control (you decide what you want)
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