BGL Simple Invest 360 was built to help accounting firms, advisers and administrators manage investment entities more efficiently through automation, connected data and streamlined workflows.
As investment administration continues evolving, firms are balancing increasing compliance obligations, growing client expectations and the need for greater operational efficiency.
To help firms stay ahead, we have continued investing in BGL Simple Invest 360 through ongoing platform innovation, automation and AI-driven capabilities.
As we introduce the latest BGL Simple Invest 360 Professional Edition price increase from 1 July 2026, we want to reflect on the significant value and enhancements delivered to firms across the platform.
Importantly, there will be no increase to subscription add-on fees for the BGL Bank Data or Share Data Pack services.
Driving greater efficiency through AI and automation
One of the biggest areas of investment has been automation and artificial intelligence designed to help firms reduce manual processing and improve productivity.
Recent AI-powered enhancements include the Global Analytics AI Assistant, helping firms analyse member balances and investment data more efficiently through intelligent insights and streamlined reporting workflows.
We also introduced the BGL Support AI Assistant, providing users with faster access to support information and product guidance directly within the BGL ecosystem.
The Tax Validation AI Assistant was developed to help firms improve the accuracy and efficiency of tax workflows by assisting with tax validation and review processes.
Together, these AI-driven innovations help firms save time, reduce manual effort and improve operational consistency.
Expanding data connectivity and investment integrations
Connected data and automation remain central to the BGL Simple Invest 360 experience.
Recent enhancements introduced across the platform include:
- Automic Group Share Registry integration.
- Betashares Wrap and Platform Feed integration.
- Macquarie Bank Statement imports.
- Wrap Statement Extractor functionality.
These enhancements help firms automate investment data collection, reduce manual data entry and improve the accuracy and efficiency of investment administration workflows.
Entity Transfer for BGL Simple Invest 360 also introduced a more streamlined process for transferring trusts, companies and individual entities within the platform.
Enhancing compliance and document management workflows
We have also continued investing in compliance and document management functionality to support evolving industry requirements and operational needs.
Enhancements to BGLiD introduced Compliance Tabs and biometric scanning functionality, helping firms strengthen digital identity verification and improve onboarding security.
The introduction of ATO View within the Lodgment screen provided firms with improved visibility across ATO lodgment activity and status tracking.
ATO Documents functionality further streamlined access to important tax and compliance-related documentation directly within the platform.
These enhancements help firms centralise compliance processes, improve visibility and reduce administrative complexity.
Improving property and investment administration workflows
BGL Simple Invest 360 has also continued evolving to support more efficient property and investment administration processes.
The introduction of Property Dashboard Invoice Management functionality gave firms improved visibility and control over property-related invoices and workflow management.
This enhancement helps reduce manual tracking while improving administration efficiency across property investment portfolios.
Continuing to invest in the future
The upcoming subscription price increase reflects our continued investment in platform innovation, infrastructure, security and client support.
During this time, BGL has consistently delivered new functionality and enhancements designed to help firms:
- Improve operational efficiency.
- Reduce manual processing.
- Automate investment administration workflows.
- Strengthen compliance processes.
- Improve data connectivity and visibility.
- Deliver better client experiences.
And this investment continues.
We remain committed to helping firms navigate an increasingly digital and data-driven future with confidence.
Thank you for your continued support
We sincerely thank our BGL Simple Invest 360 clients for their continued support and feedback.
Your input continues to shape the future of the platform and drive ongoing innovation, helping firms work smarter every day.
