The team has released the latest update of Simple Fund 360 and Simple Invest 360. The following are the new features and enhancements included in this update.
What's New?
Automic Group Registry Data
The integration with Automic Group enables BGL to retrieve quarterly holding balances and automatically download dividend, distribution and AMMA statements into the Document and Workpapers screens.
SmartDocs – Bank Statement
Bank statement processing in Fast Data Entry now supports a wider range of transaction formats and improves account name recognition, resulting in greater accuracy in the Documents screen.
Asgard to BT Panorama Migration
The migration of Asgard accounts to BT Panorama is now complete in Simple Fund 360 and Simple Invest 360. Asgard will continue to provide the final annual distribution and income tax data for the 2026 financial year. This is typically received by October, after which the data feed will be deactivated.
Plus, many more new features and improvements.
Stay tuned for future releases!
Jeevan Tokhi
GM – Product
E: [email protected] | P: 1300 654 401
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