BeaconsStrategic Capital
Reference engagement · the view as of this morning
Across hundreds of professionals and billions in advised volume, performance is rarely the exposure. The exposure is whether every relationship is served, every account stays inside the firm's fiduciary standard, and risk surfaces while it is still small. Command Center is the operating layer that answers that question every morning.
Command Center is not another dashboard bolted onto the stack. It is the layer the firm runs on, where oversight, execution and relationship coverage share a single set of records, reconciled before the day begins.
Suitability under FINRA 2111, Reg BI and Form CRS documentation, employee-trading and front-running surveillance, handled in a single review queue rather than by hand.
The oversight grid →Coverage scoring, contact cadence and proactive alerts on the quiet eighty percent, not just the top tier, so revenue and fiduciary duty stop drifting in silence.
Relationship intelligence →Fidelity, Schwab, BNY, LPL and Orion standardized into one reconciled advisor and principal view, with full data lineage and examination-ready retention.
The integration layer →Beacons Strategic Capital builds Command Center, the oversight, compliance-automation and relationship-intelligence operating layer for multi-custodian advisory and broker-dealer firms. The hardest standards to satisfy by hand, Reg BI, Form CRS, FINRA 2111 and the 17a-4 record, are handled by default, every requirement traced to the record that proves it.
We work with a small number of qualified firms, with platform setup, custodial integration, data migration and nationwide training included in onboarding, and a working pilot inside nine to eleven weeks.
More about Beacons →Tell us a little about your firm. We will arrange a working session for your principals and compliance team, mapped to your coverage, custodians and mandate. Everything you share is held in confidence, and there is no setup fee to evaluate.