Simple Fund Desktop vs Simple Fund 360

A comprehensive breakdown of feature differences between our Simple Fund Desktop software and Simple Fund 360 cloud-based solution. 

Flexible

Securely access Simple Fund 360 on the cloud anywhere, anytime. Also, have confidence in our 99.9% service up-time.

Collaborative

Invite employees, clients, auditors, and advisers to access Simple Fund 360. And specify strict user access permissions.

Efficient

Save hours of manual work with overnight processing of bank, broker, corporate action and dividend data. Plus, daily ASX/UUT prices provide up to date investment valuations.

Innovative

Stay on top of ever-changing SMSF laws and cutting-edge technology with Simple Fund 360’s automatic software updates every 3 weeks!

Secure

Rest assured your valuable data is safe. Simple Fund 360 is hosted by Amazon Web Services (AWS) Australia with daily data back-ups, periodic security audits and MFA.

Simple

Getting started is easy with Simple Fund 360’s intuitive user interface and simple migration. You will also have access to extensive training, help and Resources Hub.

Comparison Chart

Click HERE to see Comparison Chart

Feature

Simple Fund 360

Simple Fund Desktop

Dashboards

Contribution and Pension Dashboards
Investment Performance Dashboard
Fund Dashboard
Analytical Insights Dashboard
Daily Estimated Members Position

Yes

Yes

Yes

Yes

Yes

No

No

No

No

No

Accounting and Data Entry

Automated Corporate Actions
International Daily Pricing – NAsDaq NYSE LSE, Hong Kong and Singapore
Fast Data Entry – Excel Type Format
Automated Foreign Conversion using RBA rates
Batch TBAR Reporting
Add New Accounts Across All Funds
Fully Compliant and Reversible CGT Register Entries
AI smart coding prediction and self learning error detection
Create global matching and view unmatched transactions for all funds
Balance review / reconciliation screen

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

No

No

No

No

No

No

No

No

No

No

Data Feeds and Integrations

Integration with PM, document providers, actuaries and 300+ data feeds
Market Price and Data – Foreign
Daily ASX & UUT
SuperStream

Yes

Yes

Yes

Yes

No

No

Add On

Add On

Reports and Documents

Paperless Document Delivery
Digital Signing of Documents
Create Unlimited Report Packs/Suites
Add Custom Letters – Editable Drag and Drop Templates

Yes

Yes

Yes

Yes

No

No

No

No

IT & Software Maintenance

No Installation
Automatic Software Updates
Unlimited Users
Automatic Back-ups
Integration with Doc, Audit and Investment software (API)
Browser Access – Anywhere, Anytime, Any Device

Yes

Yes

Yes

Yes

Yes

Yes

No

No

Add On

No

No

No