Empowering Accounting Professionals
Grow your trust investment and portfolio management business with BGL’s non-super cloud Investment Portfolio software solution – Simple Invest 360!
Developed with the same innovative, award-winning technology as our SMSF administration solution, Simple Fund 360; Simple Invest 360 provides robust CGT record-keeping, trust portfolio financial reporting and smart artificial intelligence powered 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 which ASX corporate actions have taken place throughout the financial year and the processing takes just a few mouse clicks!
Trust Compliance & Streaming
Control trust compliance with advanced streaming options for Discretionary & Testamentary Trust for Franked and CGT income.
Feeds and Ecosystems
Connect with 300+ 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 or DocuSign. 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. Import Trusts and Companies from CAS 360.
We partner with the best to deliver a superior experience.
Connecting you to industry-leading providers! Check out our full BGL Ecosystem.
- Bank Data
- Documents & Incorporations
- Estate Planning + Insurance
- Market Price Data
- Practice Management
- Wrap Platforms