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BGL’s Simple Invest 360 turns ONE!

BGL is proud to celebrate the 1st birthday of Simple Invest 360, their world-first end-to-end investment portfolio software solution.

This milestone comes just 1 week after the Simple Invest 360 release of electronic lodgment for the 2022 Trust Tax Return, and 2 weeks since the release of electronic lodgment of the 2021 Trust Tax Return.

“I’m incredibly proud of the BGL Team and what they have achieved over the past 12 months” said Ron Lesh, BGL’s Managing Director. “Before we launched Simple Invest 360 on 15 June 2021, an immense amount of time was invested in writing specs, coding, testing and working closely with our BETA clients to ensure we released a sensational new product to market. Now, we have over 400 clients actively managing over 2,500 entities on the platform. And it is just the beginning. Simple Invest 360 is truly fantastic.”

Simple Invest 360 is an end-to-end investment portfolio management solution for trusts, companies and individuals. It keeps track of investments, distributes profit, provides a full set of financials and makes tax return preparation and lodgment easy. Simple Invest 360 integrates with BGL’s CAS 360 and Simple Fund 360 solutions as well as providing integrated accounting workpapers, digital signing, 350+ data feeds, registry integration and BGL SmartDocs – BGL’s industry-leading paper-to-data solution.

“I would like to thank our clients for providing valuable feedback and helping to drive the development of Simple Invest 360 over the past 12 months. “Your kind words of support let the Team know we are making a difference”, said Andrew Paszko, BGL’s Simple Invest 360 Product Manager. “I would also like to acknowledge the Simple Invest 360 Team, Yang, Mario, Nathan and Perera, for their hard work and passion for this project.”

“The future is bright for Simple Invest 360,” added Lesh. “We will continue to work closely with clients to implement new, wish-listed features and enhancements, with significant new enhancements for companies and individuals on the horizon. Watch this space!”

Want to learn more about Simple Invest 360, BGL’s end-to-end investment portfolio solution?
Book a virtual meeting with BGL’s Simple Invest 360 Product Manager, Andrew Paszko at www.bglcorp.com/simple-invest-360-discovery
Or watch a pre-recorded demonstration at www.bglcorp.com/simple-invest-360-demo


Author BGLCorp

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