BEQA
The workflow intelligence layer for wealth management.
One layer across every participant — choose a view
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User layer
RIA
The firm's ops seat. Every transfer in flight — transfer, non-transfer, rollover — tracked, managed, and audited from submission to funded, so nobody flies blind.
Open RIA demo →
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Settlement layer
Custodian
The custodian operations view. Monitor transfer activity, identify exceptions, and resolve issues before they delay funding.
Open custodian demo →
Overview
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The layer
BEQA
The story across the stack — why one ops layer sits between the RIA and the custodian, and what it sees that neither side can alone.
Overview deck