Why BeaconVu-eBook-Final

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Why BeaconVu by corfinancial®?

Cutting-edge technology delivering simplicity, flexibility, and control.

A game-changer for treasury teams within financial institutions seeking efficiency and superior performance in managing their accounting.

Designed for banks, credit unions and financial institutions.

Why CEOs choose BeaconVu

CEOs want to be able to trust the data in their treasury accounting system. CEOs fear that if they do not trust their data, they might someday need to bear the consequences…

• Adding more checks and balances (more processes that do not add value)

• Dealing with increased stress and anxiety (a lack of confidence never goes away without change)

• Knowing that the longer they put it off, the greater the risk (poor quality data never solves itself)

BeaconVu gives them peace of mind.

Why CFOs

choose BeaconVu

BeaconVu delivers complete flexibility at a cost-effective price. You only pay for what you need.

• All-In-One – Provides multi-asset accounting capabilities, covering a variety of asset classes including fixed income, equities, and cash instruments

• Pay For What You Need – A tiered pricing system, determined by the number of users, the value of investments, and the number of positions - with an integrated data service based on how you want to use pricing and reference data

• Self-Service – Reduces the need for hiring multiple IT staff to manage the system.

Software-as-a-Service helps manage and control costs and overheads

• Risk-Free Trial and Flexible Subscriptions – Say goodbye to long-term contracts! BeaconVu offers a free trial period and flexible 12-month subscription plans

Why CTOs choose BeaconVu

CTOs are managing multiple systems. They like the concept of someone else taking on the overall management of their accounting platform.

• System Consolidation – Affordable compared to competitor solutions, providing immediate opportunities to eliminate legacy costs and related overheads

• No In-house Hardware Required – Cloud-native design makes it more efficient and streamlined

• Choice Without Sacrificing Control – Eliminate the limitations imposed by existing third-party solution providers while enjoying the advantages of owning your system – without the burden of high overhead costs

• Scalable – Whether your business grows, merges with another bank or downsizes, BeaconVu offers scalable pricing that adapts seamlessly to changes

Why Treasury Staff

choose BeaconVu

Treasury and account managers like BeaconVu because of its usability, modern dashboards and full access to information on-the-fly.

• Usability – The streamlined design ensures a user-friendly experience, making complex data management simpler and more effective

• Modern and Effective Dashboards – A simple trade management process and the ability to fully leverage data are seamlessly integrated into modern dashboards

• Full Access to Information – Intuitive interface allows users to easily access, analyze and visualize critical data

• Multilingual Accessibility – BeaconVu offers English, Spanish, and French Canadian language options, making it accessible to a diverse range of users

Seven Powerful Features

Enhanced user experience via a modern dashboard

Broad selection of amortization and accretion calculations for complex fixed income assets

Extensive multi-currency, multi-asset class coverage

Facilities to support accounting consolidation following mergers and acquisitions

APIs to integrate with ledger and asset/liability management systems

Automatically update pricing, factors, and reference data via a fully integrated data service provider

Management reporting and on-screen data features

Key Benefits

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

Email: info@beaconvu.com

www.beaconvu.com

Legal disclaimer

This document is for information purposes only and is designed to serve as a general overview on matters of interest.

COR Financial Solutions Limited and its subsidiaries assume no responsibility or liability for any errors or omissions in the content of this document. All information contained in this document is provided on an “as is” basis with no guarantees of completeness, fitness for purpose, accuracy, usefulness or timeliness or the results obtained from the use of this information, and without warranty of any kind, express or implied. It should therefore not be used as a substitute for any form of professional advice. Any action you take upon the information in this document is strictly upon your own risk and neither COR Financial Solutions Limited, nor any of its subsidiaries can be held responsible, in any way whatsoever, for any consequences related to your use of the information contained in or linked to from this document.

corfinancial is a trading name of COR Financial Solutions Limited and its subsidiaries.

COR Financial Solutions Limited and its subsidiaries are, unless stated otherwise, the owners of all copyright (along with all other intellectual property rights which protect this content) in relation to this case study and its contents. No part of this case study may be published, distributed, reproduced in any form or otherwise communicated to the public, except with the prior written approval of COR Financial Solutions Limited. All such rights are reserved.

®, CORFINANCIAL®, COR FINANCIAL® and BEACONVU BY CORFINANCIAL® are all trademarks of COR Financial Solutions Limited or its subsidiaries, registered or otherwise in various countries. Full details of the relevant trademark rights can be found at: https://www.beaconvu.com/terms-and-conditions/

©COR Financial Solutions Limited 2025. All rights reserved.

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