“It’s great to have Netwealth – Australia’s leading and award-winning investment platform – as part of the BGL Ecosystem”, says Ron Lesh, BGL’s Managing Director. “This integration with Simple Fund 360 will not only save our mutual clients time, but also remove data entry and provide huge efficiency gains”.
Matt Heine, Joint Managing Director at Netwealth adds: “At Netwealth, we are a strong advocate of developing ecosystems partnerships that establish a better way for financial advisers and accountants to work together and with their clients. Partnering with BGL is an example of two leading technology providers collaborating for the mutual benefits of our clients”.
Netwealth adds to the over 300 bank, broker, wrap and platform feeds available in Simple Fund 360.
“In almost every Simple Fund 360 release, we are adding or improving our data feeds. And having the ability to use Artificial Intelligence (AI) based smart data matching, gives our client a huge advantage”, mentioned Lesh. More information on Simple Fund 360 data feeds can be found at BGL’s website.