Becon IM vs Insigneo Connect Usage & Stats

BECON Investment Management is an exclusive independent third-party distributor focused on the US Offshore and Latin American markets. We represent a handful of the world’s leading investment managers. Our boutique representation approach allows us to offer advisors different perspectives and capabilities which creates the conditions for a deeper relationship. Working with a firm with local presence that can provide you multiple best in class solutions for your client’s portfolios will simplify your relationships with the myriad of providers seeking your attention. • Complete portfolio analysis by professionals. • Regular investment updates via email, conference calls, and webinars. • Regular in office visits to ensure you have the latest perspectives and industry trends. • Global due diligence events and investment forums in which you will hear directly from Portfolio Managers entrusted with your client’s assets. • Regular road show events in your country with the investment managers we represent. • Our commitment to partner with you and provide the most exceptional service in the industry.
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Insigneo Connect™ mobile provides you with an essential solution for managing your investments. Now you can stay connected while you’re on the go—wherever you use your iPhone or iPad. Insigneo Connect™ mobile lets you manage your financial portfolio in an efficient and user-friendly environment that leverages the look and feel of the website but that fits perfectly for the form factor of the tablet and phone. Through Insigneo Connect™ mobile you have fully featured access to account information, such as balances, holdings, activity and order status. Your financial institution may also (optionally) enable you to use Insigneo Connect™ mobile to view real-time quotes and place trades for equities and mutual funds while on the go. Anytime, anywhere—that is the power of mobility. That is the power of Insigneo Connect™ mobile. With just a few clicks from your iPhone or iPad, you can access: • Account balances and holdings • Transaction history • Order status • Market information and quotes • Your securities watch list • Equity, Mutual fund order entry, Options trading (if enabled by your financial institution) • Documents Please note: • Account access, trade execution and system response may be affected by a variety of factors, including trading volumes, market conditions, phone and computer networks. • Fees, markups or commissions may be charged on trades. Please contact your financial institution for details. • Investment products are not bank deposits, are not FDIC insured or insured by any federal government agency and may decrease in value. Please contact your financial institution for details.
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  • Free
  • Finance

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Becon IM VS.
Insigneo Connect

March 17, 2025