BGL releases first stage of Simple Fund 360 SMSF mobile application – The Trustee Query.

By July 11, 2018 January 16th, 2019 Homepage, News

BGL is delighted to announce the release of stage 1 of the Simple Fund 360 mobile application – The Trustee Query.

“This is a really clever development by the Simple Fund 360 team”, said Ron Lesh, BGL’s Managing Director. “The Trustee Query sends a data request direct to our client’s SMSF trustees by SMS or email that is then accessed through a smart, simple mobile app. The trustee can respond to the request with a note and / or upload a document and the response is instantly recorded in Simple Fund 360. Quick, simple, how good is this ?”

The software release also includes a number of other new features for BGL’s Simple Fund 360 clients.”We have added data feeds for 7 brokers – Barclay WellS, BCP Equities, Pinnacle Wealth Management, Hendersons FP, McFarlane Cameron, Giles Wade Private Wealth, Open Markets and Kodari Securities – bringing the total number of brokers supported by Simple Fund 360 to 135“ says Lesh. “Another 3-5 brokers are scheduled to be added in the next release”

“The Team has also made a few changes to the TBAR Management Dashboard in response to client feedback” stated Lesh. “Having an instant feedback feature in the software is invaluable for BGL and our clients. We know what our client need all the time and with 3 week sprints we can deliver new features, such as transaction recode and additional report, in real time”

BGL will showcase recent innovations and new features at BGL REGTECH 2018 from 31 July 2018 to 14 August 2018 in Sydney, Brisbane, Adelaide, Perth and Melbourne.

Simple Fund 360 is now the preferred admin application for over 164,000 SMSFs loaded by almost 4,300 firms.

BGLCorp

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