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BGL Update

BGL named one of Australia’s Best Workplaces™ for Women

By BGL Update, CultureNo Comments

BGL is proud to announce it has been included on Australia's Best Workplaces™ for Women List for the second consecutive year.

Presented by Great Place to Work®, this recognition highlights BGL’s commitment to fostering equality in the workplace and ensuring all employees feel safe, heard, challenged and valued. BGL is one of only 50 organisations featured in the 2023 Australia’s Best Workplaces™ for Women List following a survey of over 40,000 women in Great Place To Work® Certified™ organisations.

“This is a fantastic achievement for BGL and my heartfelt thanks goes to every team member for making BGL a fantastic workplace,” said Daniel Tramontana, BGL’s Chief Executive Officer. “I would also like to give special thanks to our outstanding People and Culture Team led by Nadine Freitag, who has been a driving force in strengthening, maintaining and developing our workplace culture.”

Watch our interview with Adriana Cavallo, Head of Customer Experience (APAC) at BGL Corporate Solutions.

“At BGL, we have worked really hard to create a safe place,” continued Tramontana. “We have created an environment where people can be heard and supported, where people feel safe to express their opinions without bias or judgement. This has been instrumental in us building a strong culture that lives and understands diversity and inclusion.”

Nadine Freitag, Head of People and Culture at BGL, said: “Congratulations to BGL and all companies featured on Australia’s Best Workplaces™ for Women List! We’re proud to celebrate our commitment and contributions to creating an inclusive and supportive environment. This announcement will only continue to motivate us as we continue on this journey as a team. So, thank you to our wonderful employees, leaders and People and Culture team for making this possible.” 

BGL has achieved several milestones in recent years, including accreditation as a Mental Health First Aid Skilled Workplace, Great Place to Work® Certification™ and recognition as the 6th best technology workplace in Australia and New Zealand in the 2021 AFR BOSS Best Places to Work List. With the support of Joel Clapham, Founder and Chief Mental Health Champ at Hearten Up, BGL has also trained 53 staff members to become accredited Mental Health First Aiders.

If you would like to join the BGL Team, check us out at www.bglcorp.com/careers

About Great Place To Work

As the global authority on workplace culture, Great Place To Work brings 30 years of ground-breaking research and data to help every place become a great place to work for all. Their proprietary platform and For All Model helps companies evaluate the experience of every employee, with exemplary workplaces becoming Great Place To Work Certified™ or receiving recognition on a coveted Best Workplaces List.

BGLiD is now available to CAS 360 clients!

By BGL Update, BGLiD, CAS 360No Comments

Simplify your client identity verification processes with CAS 360 and BGLiD!

Are you able to easily verify client identitwithout the old copy and paste?

Introducing BGLiD, our latest solution that will simplify your identity compliance requirements!

What is BGLiD?

BGLiD is a client identity verification solution fully integrated with CAS 360, our market-leading company, trust and AML management solution.

✅ No setup or training required for CAS 360 clients.
✅ Straightforward pricing with no minimum commitments*
✅ Use your existing CAS 360 contact data OR;
✅ Request information from your client with just a few mouse clicks.
✅ Receive client identity verification results in seconds.
✅ Key verification sources include Government ID, Anti-Money Laundering, Global Sanctions and Adverse News databases.
✅ Powered by FrankieOne.
✅ CAS 360 is trusted by over 3,300 firms with almost 900,000 companies worldwide!

BGL will integrate BGLiD with its Simple Fund 360 and Simple Invest 360 software solutions in the not too distant future.

* Access to BGLiD is available through BGL’s CAS 360 software. A fee is charged for each client identity verification (debited monthly). There are no monthly minimums or fixed service fees. Click here for BGLiD fees. Click here for CAS 360 software subscription fees.

If you’re already a CAS 360 client, follow the link below for instructions on how to get started with BGLiD!

Get Started!

If you’re not a CAS 360 client, but wish to implement BGLiD, talk to us or invest in CAS 360 to kickstart the process.

Contact Us!

Watch our webinar: Everything you need to know about BGLiD

BGL adds integrated Workflow to Simple Fund 360 and Simple Invest 360

By BGL Update, Simple Fund 360, Simple Invest 360No Comments

BGL is proud to announce the launch of its Workflow module in its multi-award-winning SMSF administration and investment management solutions, Simple Fund 360 and Simple Invest 360.

“Managing all the tasks associated with a client’s monthly processing and annual accounts is a huge challenge for accountants and administrators,” said BGL’s Managing Director, Ron Lesh. “I’m excited to release our highly requested Workflow module that will streamline and automate this process for BGL clients.” 

The integrated Workflow module allows BGL Simple Fund 360 and Simple Invest 360 clients to quickly identify and track jobs for specific SMSFs and portfolios, including job status, pending jobs and recent completions. This feature also aids in team management by tracking deadlines and enabling task delegation.

Jeevan Tokhi, Head of Simple Fund 360 at BGL, said: “In my extensive interviews with BGL clients, it is evident that clients want more control over job status. Many clients continue to maintain workflow in Excel, often relying on this as their primary job-tracking tool or using it in tandem with software like Xero Practice Manager. Our objective is to encourage firms to eliminate the use of spreadsheets altogether.”

“BGL clients can now create custom workflows or use standard templates to align with their firm’s processes. They can leave comments, update tasks, track job completion and develop customised job templates for all entity types. Additionally, clients can reassign tasks in bulk if team members go on leave or depart the organisation. The Workflow module also provides an export of jobs to Excel for further customisation.”

“BGL has also automated the Workflow module based on events triggered within the software. For example, when an entity’s annual return is lodged, this will automatically update the status of the associated task. Leveraging its robust ecosystem, BGL plans to integrate the Workflow module with audit partners, document providers and practice management solutions via its free and open API,” concluded Tokhi. 

Learn more about Workflow