Investment Portfolio Software

Intelligent, cloud-based software to streamline CGT and Trust compliance management and administration.

Register Your Interest!

Empowering Accounting Professionals

Go beyond manual data entry. Grow your trust investment and portfolio management business with Simple Invest 360!

Leveraging the powerful, award-winning technology of our SMSF administration solution, Simple Fund 360, together with an ecosystem of 300+ automated data feeds, Simple Invest 360 provides robust CGT record-keeping, trust portfolio financial reporting and smart artificial intelligence powered categorisation and data capture.

Reliable Double Entry

A double-entry robust general ledger solution with a fully integrated investment register and depreciable assets module.

Investment Accounting

Automated Australian Capital Gains transactions, depreciation and GST recording, calculation and reporting.

Corporate Actions

Be automatically notified of which ASX Corporate Actions have taken place through the financial year and process with only a few simple mouse clicks.

Tax Distributions

Simplify and automate tax statement component information, streamlining the tedious process of tax data capture required for ATO Annual Tax and Trust reporting.

Foreign Currency Translation

Foreign currency conversion is supported using the official end of day exchange rates from the RBA. Bank and Investment Data can be automatically converted to Australian Dollars saving hours of manual calculations.

Feeds and Ecosystems

Connect with 300+ Ecosystem partners and data feeds including banks, brokers, registries, document providers and more!

Artificial Intelligence

Work smarter, faster and with more accuracy with Machine Learning powered smart transaction matching and review technology.

Digital Reporting

Streamline your Trust declarations and Minutes and have them digitally signed using Adobe Sign or DocuSign. Export to Adobe PDF, MS Word and MS Excel.

BGL Smart Docs

Quickly turn your Investment paperwork into usable, digital data with our AI-powered document reader, BGL Smart Docs!

Full BGL Suite Integration

Have all your contacts and address details shared between Simple Fund 360, Simple Invest 360, CAS 360 and Xero Practice Manager.

Engage by BGL

Engage by BGL is a next-generation mobile app to make your business stand out from the crowd by helping you to better engage with your clients!

Features available:

  • Investment Dashboard
  • Investment Detailed View
  • Trustee Query for easy communication with clients

Express Your Interest!

The Simple Invest 360 Team is accepting expressions of interest for Closed Beta. Please submit your information below to join our growing group of beta users!

We partner with the best to deliver a superior experience.

Connecting you to industry-leading providers! Check out our full BGL Ecosystem.

Visit the help article for a full list of accounts available through the BGL Bank Data Service:

BankStatements powered by ILLION

Over 140 brokers are supported by Simple Fund 360. Visit the help article for a full listing: