Grow your AUM faster
Retirement accounts are often among your clients’ largest assets. Beagle helps you bring them in.
Our Solution
Retirement accounts Search
Over $3.1 trillion in retirement assets are left behind in forgotten accounts. Your clients are actively looking for ways to find them.
- Most comprehensive retirement account search in the market
- Identifies up to 2× more accounts than closed alternatives
- Creates high-intent opportunities for rollovers and consolidation
Concierge Rollover Service
A seamless way to bring in the retirement accounts
- Full-service rollover from initiation to completion
- Up to 50% higher rollover completion rates compared to self-directed flows
- Average rollover balances around $100,000, driving meaningful AUM growth
- Better client experience with reduced operational burden
- 2.5accounts found per person on avg
- 60%increase in rollover completion rate
- 4.8star rating on Trustpilot
Implementation
API
Full control. Deep integration.
Direct programmatic access to Beagle’s search and rollover capabilities, designed to integrate seamlessly into your existing workflows.
Direct programmatic access to Beagle’s search and rollover capabilities, designed to integrate seamlessly into your existing workflows.
Co-branded page
Fast launch. Zero engineering.
A Beagle-hosted experience with shared branding that allows you to launch instantly, without heavy engineering investment.
A Beagle-hosted experience with shared branding that allows you to launch instantly, without heavy engineering investment.
Embedded widgets
Drop-in UI. Proven flows.
Pre-built, embeddable components for search and rollover that can be dropped into your product while maintaining a consistent, optimized user experience.
Pre-built, embeddable components for search and rollover that can be dropped into your product while maintaining a consistent, optimized user experience.
Ready to get started?
Unlock held-away retirement assets at scale