Take control of your investments with Simple Invest 360
Does your firm manage client investments held in companies, trusts or in the names of individuals? Discover how your firm can maintain a single set of financial and CGT records with Simple Invest 360!
Developed with innovative, award-winning technology, Simple Invest 360 provides automated CGT record-keeping and reporting, advanced profit distribution processing for unit and discretionary trusts with consistent financial reporting across family groups. Plus, Simple Invest 360 leverages BGL’s AI technology for smart categorisation and data capture!
Support For All Entities
Simple Invest 360 supports SMSFs, trusts, companies and individuals, allowing users to view all entities in one easy-to-use platform with a unified set of financials and CGT records.
Simple Invest 360 boasts a robust double-entry general ledger solution with a fully integrated investment register and depreciable assets module.
Simple Invest 360 provides for automated Australian capital gains transactions, depreciation and GST recording, calculation and reporting.
Simple Invest 360 automates accounting workpapers, allowing users to easily upload documents, track workflow and send entities for review. Simple Invest 360 also improves accuracy of CGT records with notifications of missed corporate actions and the most powerful HIN/SRN registry integration in the industry.
Simple Invest 360 automatically notifies users of ASX corporate actions throughout the financial year and the processing takes just a few mouse clicks!
Trust Compliance and Streaming
Control trust compliance with advanced streaming options for discretionary and testamentary trust for franked and CGT income.
Feeds and Ecosystems
Connect with 350+ industry-leading Ecosystem partners and data feeds including banks, brokers, registries, document providers and more!
Work smarter, faster and with more accuracy with AI-powered transaction matching and review technology.
Streamline your trust declarations and minutes and have them digitally signed using Adobe Sign, DocuSign or FuseSign. Plus, easily export to Adobe PDF, MS Word and MS Excel.
Quickly turn your Investment paperwork into usable, digital data with our AI-powered document reader, BGL SmartDocs!
Full BGL Suite Integration
Share contact and address details between Simple Fund 360, Simple Invest 360, CAS 360 and Xero Practice Manager with the ability to import trusts and companies from CAS 360.
We partner with the best to deliver a superior experience.
Simple Invest 360 connects with 350+ industry-leading providers and data feeds providing your firm with a holistic software solution. Check out our full BGL Ecosystem.
- Bank Data
- Documents & Incorporations
- Estate Planning + Insurance
- Market Price Data
- Practice Management
- Wrap Platforms