BGL is proud to announce Simple Fund 360 integration with Crestone, a reliable and experienced wealth management business.
“It’s great to add Crestone, a leading wealth management company, to the BGL Ecosystem”, says Ron Lesh, BGL’s Managing Director. “Automating the import of daily investment data from the Crestone platform into Simple Fund 360, will save our mutual clients a huge amount of time and money by eliminating manual data input”.
“This is a great initiative between BGL and Crestone. One that will save our clients and their advisers a huge amount of time. We are keen to provide these efficiency gains to our clients whenever we can.” remarks Adam Ginnivan, Head of Advisory – VIC.
“BGL is focused on providing our clients with seamless integration. Crestone adds to the over 350 bank, broker, wrap and platform feeds available in Simple Fund 360” highlights Lesh. ”In almost every Simple Fund 360 release, we are adding to and improving our data feeds”.
More information on Simple Fund 360 data feeds can be found on our website.