The team continues its focus on removing paper and improving the digital experience for clients. This October, we have added a new Upload Authority Form feature to make the bank feed authority setup process faster and more secure for clients. We have also made it simpler for clients to upload any CSV files they may have received from clients and keep track of these in our Feed Management screen.
We have simplified the 2020 tax reporting season by providing you with digital distribution tax statement data for over 530 commonly held investments. This update supports:
- All Vanguard ETFs and popular Vanguard managed investments
- All BetaShare ETFs
- All ETFSecurity ETFs
Continuing the digital theme, we have added a Compilation Report and Engagement Letter to the growing list of documents that can now be digitally signed using both Adobe Sign and DocuSign.
For Financial Planning focused firms, we are excited to announce a new Time Weighted Performance page that has been modified from our mobile interface to take advantage of the larger screen real estate. This MOBILE first approach allows both you and your clients to VIEW the same performance data, without the need to switch to a separate Client View application. This is available for both our Simple Fund 360 and Simple Invest 360 Beta Clients.
We have managed to tick off several clients wish lists. Users can now view a contact’s mobile and email address directly from the Fund Relationships screen. Plus, the CGT Register Detailed Report when exported to excel now includes the description of CGT transaction.
The Smarter SMSF Order Document page has a fresh new look! In addition, 3 new documents can now be completed, including;
- Add or Remove a Fund Member
- Lost Trust Deed
- Lost Pension Deed (Affirmation and Confirmation)
Simple Invest 360 (Closed Beta)
We have added several new features to Simple Invest 360:
- Added support for individual investors. Simple Invest 360 now supports all investor types – Individuals, Trusts and Companies.
- A new Appropriation Statement report now available for Trusts and Companies.
- A new Tax Reconciliation report now available for Trusts.
Plus, digital signing solutions Adobe Sign and DocuSign are now available for the following documents in Simple Invest 360:
- Compilation Report Company
- Compilation Report Trust
- Trustee Minute – Family Trust
- Trustee Minute – Unit Trust
- Trustee Resolution – Family Trust
- Trustee Resolution – Unit trust
- Trustee Declaration
- Directors Declaration
If you are interested in shaping the Early Release of Simple Invest 360, click here to register your interest for closed beta >>>
Don’t forget to register for BGL REGTECH 2020 to see get a sneak peek at Stage 2 of our AI-Powered BGL Smart Docs feature and a look at Simple Invest 360 – the next evolution in automating your Investments for Trusts, Companies and Individuals.