Transfers, rollovers, and account actions — executed end-to-end, across every custodian, without manual work.
No forms. No follow-ups. No manual ops.
Built by operators, for operators.
Wealth management's back office runs on paper, fax machines, and manual processes that haven't changed in decades. Costly, slow, and overwhelming.
Wrong form. Wrong version. Wrong field. Rejections happen after submission — when it's already too late.
Signature chasing. Fax machines. Custodian portals checked one by one. Every day, at every firm, for every client.
Every transfer, rollover, and account action lives in a spreadsheet or an email chain. Clients find out about rejections before advisors do. The back office that was supposed to support growth becomes the thing killing it.
Every action initiated, tracked, and resolved in one place.
This replaces spreadsheets, custodian portals, and manual workflows.
18 active · 3 need attention · Apr 15, 2026
| Client | Action | Custodian | Status | Progress | Age |
|---|---|---|---|---|---|
SC Sarah Chen | ACAT transfer | Fidelity | In transit | Day 4 | |
MT M. Thompson | 403(b) rollover | TIAA | Stuck | Day 22 ● | |
PP P. Patel | Beneficiary change | Schwab | Complete | Day 3 | |
CM C. Martinez | Roth conversion | Schwab | Rejected | Day 2 ● | |
LJ L. Johnson | RMD processing | Vanguard | Pending | Day 8 ● |
Every back office action flows through BEQA. Nobody sends a fax.
Every custodian has different forms, portals, and rejection codes. Each integration takes months to build correctly. The library compounds — every new custodian makes BEQA more valuable to every existing customer.
Every action processed makes BEQA smarter — rejection patterns, custodian behavior, timing anomalies. Competitors can copy code. They cannot replicate years of transaction data.
Seven years operating these workflows firsthand. Every edge case, every custodian quirk, every failure mode in BEQA was experienced before a line of code was written.
Selected from inside BEQA or from your CRM. Client data pre-populated automatically.
Every field checked against custodian requirements. Name mismatches and wrong versions caught before rejection.
Correct form, correct version, correct portal. DocuSign sent automatically where wet signature isn't required.
Every action has a live status. Stuck transfers flagged within 3 days. Plan admins auto-escalated.
Ops team is alerted only when human judgment is actually required. Everything else is handled.
Every action timestamped, documented, audit trail generated automatically.
15-minute walkthrough of how your back office runs without manual work.
No slides · No sales team · Just the platform
Limited onboarding · select firms only