Ensure your client/contact data is always in sync with the BGL + XPM integration!
We have released Version 2 of the integration between the BGL Suite (which includes CAS 360, Simple Fund 360 and Simple Invest 360) and Xero Practice Manager (XPM). This new and improved two-way integration allows firms to efficiently manage client and contact data across the four applications in a single database! With features such as:
- Real-time client and contact synchronisation
- Prompts to review a client/contact before synchronising
- Notification of duplicate client/contacts
- Ability to add clients/contacts in bulk
- Ability to view client/contact relationships and change history
- A dedicated screen to view and filter the integrated client list
Plus, when client/contact details are changed in any app, CAS 360 will prompt clients to prepare all the relevant compliance documents and forms for lodgment with ASIC.
Corporate Actions: The following mergers have been added to Corporate Actions:
The Alphabet (GOOG.NDQ/GOOGL.NDQ) 1-20 Share Split is also now supported.
Entity Dashboard: Labels have been added to the Entity Dashboard. These are displayed next to the Financial Year.
Contacts: A Find Matches function has been added to the Contacts screen, allowing clients to view any contacts with matching names for simplified management (Learn More).
Exclusive to Simple Fund 360
BGL's SMSF administration software solution
Fund Dashboard: A new Members panel has been added to the Fund Dashboard to provide a snapshot of all members in an SMSF including a breakdown of member balances and pension cap limits (Learn More).
New Documents: 2 new SMSF documents are now available via PAYG or a subscription with our document partner, Smarter SMSF. Click here to learn more about the documents available via Smarter SMSF.
SuperStream Dashboard: A new Superstream Contribution Report is now available on the Superstream Contribution tab in Simple Fund 360 to provide easier access to contribution data.
Plus, the Superstream Contribution tab will display the last update date and a sum total for all members.
Exclusive to Simple Invest 360
BGL's investment portfolio management software solution
Reports: Clients now have the ability to add any liability account to the Notes to the Financial Statements. This is controlled by the badge setting (Learn More).
Want to learn more about BGL’s end-to-end investment portfolio solution, Simple Invest 360? Attend our live Discovery Webinar with Simple Invest 360 Product Manager, Andrew Paszko on Tuesday, 13 September at 11:00 AEST. Register Now!
Plus, many more new features and improvements. Don’t forget to check out the full release notes and join the conversation on the BGL Community. Previous months’ release notes can be found below:
Check out our Resources Hub!
We provide Simple Fund 360 and Simple Invest 360 users with a myriad of resources and services which can be found in the Resources Hub. The Resources Hub provides practical stuff to help you in your Simple Fund 360 and Simple Invest 360 journey. Visit Resources Hub >>>