Category

Simple Fund 360

It is disappointing to see some software providers price gouging

By BGL Update, CAS 360, Homepage, Simple Fund 360No Comments

I was contacted today by a client who advised me one of their software providers saw the current crisis as an opportunity to price gouge. The firm had been using this other software for a while and was certainly not wrapped with the software or the service but had stuck it out for a while. We all know what that is like. The fear of changing is worse than the fear of staying!

But then this software provider decided to increase the price of their software right in the middle of these difficult times. What chutzpah!

I am appalled – and so was the client.

At BGL, we want to help clients (and potential clients) not to screw them over.

So, we are offering our desktop clients, cloud clients and new clients a buy now, don’t pay until 1 July 2020 investment opportunity.

SO

If you are a current CAS 360 client, increase your number of companies today and you will not pay for the new companies until 1 July 2020.

If you are a current Simple Fund 360 client, increase your number of funds today and you will not pay for the new funds until 1 July 2020 (this included bank data and share data services).

If you are a CAS Desktop client, migrate your companies to CAS 360 today and you will not pay anything until 1 July 2020.

If you are a Simple Fund Desktop client, migrate your funds to Simple Fund 360 today and you will not pay anything until 1 July 2020.

If you are a not a BGL client, talk to us about moving to CAS 360 and / or Simple Fund 360. Sign up today and you will not pay anything until 1 July 2020.

And to all our clients

Thank you for your support over the past few weeks.

We have 150 team members working from home all doing their very best to service you through these difficult times.

Simple Fund 360 New Features Release!

By BGL Update, Homepage, Simple Fund 360No Comments

BGL is proud to announce another exciting update to its cloud-based Simple Fund 360 solution! This time releasing a seamless two-way DBN integration with Smarter SMSF, a new Advisor Fact Find and more improvements to Simple Fund 360’s investment reporting for planners and advisers.

What’s new?!

DBN integration with Smarter SMSF

Simple Fund 360 clients can now save heaps of time by utilising their fund and member information to generate Death Benefit Nominations that meet the requirements of the Smarter SMSF Deed.

Clients can generate either a binding (including non-lapsing) or non-binding death benefit nomination (DBN) for a self-managed super fund member. Importantly, the DBN has been developed in accordance with the requirements of Schedules 1 and 2 of the Smarter SMSF Deed. Learn More >>>

New Advisor Extract Fact Finder

The SMSF Fact Finder report is now available in the Reports screen to help Simple Fund 360 clients share relevant SMSF member and investment information with their financial advisor. Learn More >>>

Investment Performance – Simple Dietz Report

We have improved Simple Fund 360 investment reporting for planners and investment advisers by adding a new Simple Dietz Method to the reports screen. The Dietz method provides a more weighted measure when calculating the return on a portfolio than a simple return method.

The Simple Dietz method measures investment performance during a period, incorporating cash inflows and outflows. Learn More >>>

New Data Feeds

With daily data feeds becoming vital to keep pace in the SMSF processing, we have added 3 new feeds:

  1. Evans and Partners daily feeds automatically importing cash and investment transactions.
  2. Financial Decisions contract notes, and
  3. Intas Financial Services contract notes.

The new contact notes have been added to the Share Data Pack.

Accounting Workpapers

We know how important it is to have efficient processing around workpaper production and we continue to focus our efforts on reducing the time taken to perform this process.

This release sees the introduction of New Warnings/Observations, utilising the data contained in the Simple Fund 360 general ledger to inform the user of any potential irregularities such as negative balances for further review.

We have also ticked-off the number 1 client wish list request – to order the workpaper attachments into the Control/ Sub account order.

To learn about all the new features, attend our FREE webinar!

New Features Webinar
10 Mar at 11:30 AEDT.
Register Now >>>