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Simple Fund 360 and Simple Invest 360 Product Update – 4 April 2024

What's New?

Smart Reports – Trial Balance and General Ledger
The Smart Reports generative AI technology can now analyse Trial Balance and General Ledger data, providing detailed insights, predictive analysis, and issue detection. Users can apply filters in the new Trial Balance live view, and export reports to PDF, Excel, or Word. Learn More

BGL SmartDocs – Fast Data Entry
Our fast data entry feature now supports CBA statements spanning 2 financial years and has improved accuracy in processing AMEX credit card statements. Learn More

BGL SmartDocs – Rental Statements
The AI model has been upgraded to categorise reimbursements of property expenses as rental income rather than expenses. Learn More

Data Feeds – SuperStream Notifications
The new Firm Notification feature enables users to designate contact(s) to receive email notifications for Rollover/Release Authorities across all funds. This feature is exclusively available in Simple Fund 360. Learn More

Corporate Actions
The following ASX Corporate Actions have been updated:

  • DRP Price per share data added for Woodside Energy Group Limited (WDS).
  • Demerger data updated for New World Resources Limited (NWC).

Feed Management – Contract Notes Service
A new setting has been added to the Contract Notes Service data feed to provide email notifications of unsuccessful Contract Notes. Learn More

Reports – Common Report Settings
Common Report Settings have been enhanced to allow users to turn off specific options. Previously, all fields within the setting were automatically turned On and could not be disabled. Learn More

Plus, many more new features and improvements.

Stay tuned for future releases!

Jeevan Tokhi
Head of Product – Simple Fund 360, Simple Invest 360 and BGL SmartDocs 360
E: [email protected] | P: 1300 654 401
Connect with me on LinkedIn


Author BGLCorp

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