BGL Education Week

10:30 AEDT | Set for Success: Onboarding Insights from BGL’s Client Success Team

Learn how to:
Use BGL’s onboarding service to set your firm up for success.
Apply best practices to streamline onboarding.
Build confidence and long-term success for your team.

13:00 AEDT | Save Time on Accounting Workpapers in Simple Fund 360 and Simple Invest 360

Learn how to:
Use key features and automation tools to maximise efficiency.
Prepare, review and finalise workpapers quickly.
Save time while ensuring accuracy and compliance.

15:30 AEDT | Never Miss a Deadline: Automated Reminders and Alerts in CAS 360

Learn how to:
Set up and manage reminders for clients and signatories.
Reduce manual tracking and improve client communication.
Stay confident knowing you’ll never miss a deadline.

10:30 AEDT | From Paper to Data: Automating Documents with BGL SmartDocs 360

Learn how to:
Automate the extraction of information from documents.
Upload, extract, and export data quickly and accurately.
Export data directly into applications like Xero.

13:00 AEDT | Automating Documents: Simple Fund 360 and Simple Invest 360

Learn how to:
Use BGL SmartDocs to extract and process key information.
Automate document handling across your firm.
Streamline workflows and save valuable time.

15:30 AEDT | Documents Signed Fast: BGL SmartDocs and Digital Signing in CAS 360

Learn how to:
Use BGL SmartDocs to collate and manage documents.
Get ASIC forms signed electronically by the right people.
Reduce follow-ups and streamline workflows.

10:30 AEDT | Streamline Your Practice: BGL Ecosystem Integrations

Learn how to:
Connect with apps in the BGL Ecosystem, including XPM.
Automate data flows and reduce manual processing.
Free up time to focus on higher-value client work.

13:00 AEDT | Seamless Data Integration: Shares, Registries and Wraps

Learn how to:
Set up and use data feeds for shares, registries, and wraps.
Import and manage investment data efficiently.
Keep client portfolios accurate and up to date.

15:30 AEDT | Automating Data: Bank Feeds and Open Banking

Learn how to:
Set up and use bank feeds and Open Banking.
Import and manage bank data accurately and efficiently.
Manage consent securely and confidently.

10:30 AEDT | Year-End Made Easy: Distribution Tax Automation

Learn how to:
Automatically calculate, report and manage distribution tax.
Make year-end tasks faster and more accurate for your clients.

13:00 AEDT | The Future of Entity Management: AI Assistants and Smart Reports

Learn how to:
Use Roni, your generative AI-powered assistant.
Unlock Smart Reports to highlight key insights.

15:30 AEDT | Meet Roni: AI-Powered Email Assistant in CAS 360

Learn how to:
Draft and manage client emails effortlessly with Roni.
Easily customise email, document and SMS templates.

10:30 AEDT | Simplifying Client Identity Verification with BGLiD

Learn how to:
Access BGLiD across BGL products.
Use BGLiD for fast and secure client verification.
Explore BGLiD options, including biometric scanning.

13:00 AEDT | From Valuations to Invoices: Making the Most of the Property Dashboard

Learn how to:
Input and track valuations.
Manage rental income and handle invoices.
Integrate with 3rd party service providers.

15:30 AEDT | Your Guide to AML/CFT and CDD Compliance in CAS 360

Learn how to:
Access the KYC/AML compliance screen.
Set up and manage KYC/AML alerts.
Streamline workflows to save time and ensure accuracy.