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BGL launches integration with Colonial First State’s FirstWrap platform

By November 10, 2021November 16th, 2021In the Media, News, SMSF Adviser

Published by SMSF Adviser, powered by MOMENTUM MEDIA
Written by Tony Zhang on 10 November 2021
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BGL launches integration with Colonial First State’s FirstWrap platform

BGL has successfully completed its Simple Fund 360 integration with Colonial First State’s FirstWrap platform.

BGL Corporate Solutions’ Simple Fund 360 is now integrated with Colonial First State’s FirstWrap platform.

“It’s great to have Colonial First State as part of the BGL ecosystem,” BGL’s managing director Ron Lesh said.

“FirstWrap is a full-service wrap platform, providing comprehensive investment choice, convenience and great flexibility.”

Mr Lesh noted this new integration means FirstWrap now has seamless integration with Simple Fund 360, with bank, investment and income transactions automatically loaded.

“Simple Fund 360 will then automatically map the required accounts and tax data to drive further efficiencies for your firm,” he added.

Colonial First State’s chief distribution officer, Bryce Quirk, said FirstWrap is excited to partner with BGL and provide the benefits of Simple Fund 360 to members and advisers.

“Adding to the comprehensive tax reporting features of FirstWrap, the welcome addition of Simple Fund 360 integration will further enhance the value and efficiencies for our joint customers,” Mr Quirk said.

BGL currently has over 350 partners in the firm’s ecosystem, and it is great to be able to add FirstWrap to the list.

FirstWrap is a full-service wrap, including FirstWrap Plus Super, Pension and Investments, which offers advisers and clients comprehensive investment choice, convenient administration, and the flexibility to design a portfolio to suit their investment needs.


Author BGLCorp

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