Published by Accountants Daily on 16 February 2022
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Simple Fund 360 and Simple Invest 360 are now integrated with advisory and reporting software AVA Systems, which will provide clients with a holistic view of their portfolio.
BGL Corporate Solutions managing director Ron Lesh said integration between Simple Fund 360, Simple Invest 360 and AVA Systems provides consolidated portfolio reporting for fund, trust, company and individual portfolios, which gives clients a holistic portfolio view.
AVA Systems chief executive and founder Andrew Quinn said he was pleased with the partnership and to be able to offer BGL clients AVA’s grouped reporting tool straight from their platform.
“I have been in the corporate advisory and insolvency sector for over a decade and saw the niche for accountants needing software to become more hands for their clients,” said Mr Quinn.
“Coupled with [AVA’s] family grouped reporting ability and [AVA’s] integration with BGL, AVA can now allow accountants to advise on how their clients are doing swiftly and efficiently. Superannuation, investments and businesses all tied into one.”
Apart from integrating with the BGL product suite through Simple Fund 360 and Simple Invest 360, AVA also allows clients to consolidate Xero ledgers, with more integrations coming in the near future.
“This is a real win-win for our clients,” added Mr Lesh.
