
The new BGL Suite two-way integration with practice management solutions allows firms to efficiently manage client and contact data across four applications in a single database.
The new BGL Suite two-way integration with practice management solutions allows firms to efficiently manage client and contact data across four applications in a single database.
Presented by BGL product experts, the BGL Masterclass will cover topics including; new and key features and their benefits, best practice workflow and processes, essential BGL Suite integrations and time-saving tips, tricks, and shortcuts.
We are excited to announce the first CAS 360 update for 2023! Significant enhancements to CAS 360 have improved ASIC lodgement performance.
In a recently published survey conducted in the US by research house Greenwald Research on behalf of Edelman Financial Engines, there were some interesting insights regarding consumer attitudes to financial advice. I suspect that the results in Australia would be very similar.
“This is a great accomplishment by the BGL Team and especially our People and Culture Team,” said Ron Lesh, BGL’s Managing Director. “This certification means a lot to BGL and recognises the constant and consistent effort of our People and Culture Team to provide BGL’s 200+ employees with a safe, inclusive, and friendly work environment. I’m extremely proud of them.”
Great Place To Work Certification recognises employers who create an outstanding employee experience. Certification is a two-step process that requires the submission of a comprehensive culture brief, capturing the people practices that make a company brilliant and unique. Plus, an employee experience survey, with questions relating to organisational culture and company leadership.
“BGL can only achieve great goals with inspired and passionate people who are motivated to produce outstanding results for our clients,” continued Lesh. “So, we work hard to create and foster a workplace culture where everyone is valued and respected.”
Daniel Tramontana, Chief Executive Officer at BGL, said, “Software is at the core of what we do. It’s the reason thousands of firms choose to transact with us. But clients stay with BGL because of our people, community and culture. Our people are our greatest point of differentiation, and we are truly blessed with the best.”
In recent years, BGL has become an accredited Mental Health First Aid Skilled Workplace and Great Place to Work ® Certified™. BGL is recognised on the Great Place To Work® Best Workplaces for Women List and the 2021 AFR BOSS Best Places to Work List as the 6th best technology workplace in Australia and New Zealand. With the help of Joel Clapham, Founder and Chief Mental Health Champ at Hearten Up, BGL has also supported 36 staff to become accredited Mental Health First Aiders.
BGL is proud to announce the promotion of Daniel Tramontana to Chief Executive Officer (CEO). Ron Lesh will continue in his role as Managing Director.
BGL is proud to announce it has achieved ISO 27001 recertification for the 2022 year. To achieve ISO 27001 recertification, BGL had its security compliance validated by an external auditor in a rigorous process.
BGL is proud to announce the release of the electronic lodgment of the Company Tax Return in its investment portfolio software solution, Simple Invest 360.
BGL Melbourne office hours are changing…
Early closure this Friday
The BGL Melbourne office will close at 12:00 AEDT on Friday, 16 December 2022 for a BGL team event celebrating the end of 2022! No live software support services will be available at this time.
Holiday season
BGL will be closed from Monday 26 December 2022 to Friday 6 January 2022 (inclusive). No live software support services will be available during this time.
For BGL cloud software clients, you can find help in the Resources Hub. For BGL Desktop software clients, the BGL Client Centre and BGL Wiki will be available for you as usual.
Thank you!
We also want to thank all of you, our clients, for your loyalty and support this year. We truly appreciate the contribution every one of you has made to the success of BGL in 2022.
We wish you all a safe and happy festive season and a prosperous 2023!
Here comes another sensational Simple Fund 360 and Simple Invest 360 update! You can check out the full release notes and join the conversation in the BGL Community.
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