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BGL integrates with Compare n Save

By May 30, 2023June 8th, 2023In the Media, Industry

Written by Mina Martin
Published by Australian Broker on 30 May 2023
Click here to read on the Accountants Daily website

BGL Corporate Solutions (BGL) has announced its integration with Compare n Save, in a move that will help advisers compare hundreds of loans and quickly and easily assess potential savings for their clients and engage BGL’s fulfilment services.

BGL is a provider of company compliance, self-managed superannuation fund (SMSF), and investment portfolio management software, while Compare n Save, meanwhile, is a fintech and mortgage broking fulfilment platform.

Ron Lesh, BGL’s managing director, said adding Compare n Save to the BGL Ecosystem would provide BGL’s Simple Fund 360 and Simple Invest 360 clients with a hassle-free and simple-to-use loan comparison solution that would add value to their customer service.

Simple Fund 360, an AI-powered SMSF administration software, and Simple Invest 360, an end-to-end investment portfolio management software, form part of BGL’s integrated suite of compliance management solutions.

Compare n Save has an ownership stake in TAG Finance and Loans, a traditional mortgage broking fulfilment business.

“We are extremely proud of the BGL partnership,” said Sal Cinque (pictured above right), director of Compare n Save and CEO of TAG Finance and Loans. “It is a glowing endorsement of our fintech and fulfilment capabilities and further strengthens our relationship with BGL.”

“The BGL and Compare n Save integration will help advisers, accountants, and other BGL clients compare hundreds of loans from more than 30 of Australia’s top banks and other lenders (home, investment, and SMSF loans),” said Brad Wilkinson, Head of Ecosystem at BGL.

“It will also help clients easily structure debt for property purchases (owner-occupied, investment, and SMSF loans) and conduct regular loan reviews to lower interest costs for their clients. Loans are fulfilled via an experienced broker network, with access to over 500 brokers, nationally.”

BGL clients can access the Compare n Save app within their Simple Fund 360 and Simple Invest 360 Property Console screen or via the BGL Ecosystem.

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