You’re on the Australia site
Select a region

Simple Fund 360

By BGL Corporate Solutions
0 out of 5 stars
Gain incredible efficiencies with Australia’s most technically advanced SMSF compliance solution with AI-inspired sophisticated data matching, highly intelligent corporate actions and big data.
Rating
None
not yet rated
Reviews
0
not yet reviewed
Listed for
6 years
January 2018
Key functions
Practice manager

Simple Fund 360 can help your business

Overview

BGL's Simple Fund 360 is a complete administration system for SMSFs. It includes the world's first AI processing assistant and the first Deep Learning transaction review/matching assistant for the SMSF software industry. As a result, our clients can work faster, smarter and with more accuracy! It also provides automation (similar to Xero) of bank data, but expands this to include data fees from 300 banks, brokers and platforms.

Simple Fund 360
Play Video
, opens in a dialog

Simple Fund 360 + Xero

BGL has developed a two-way integration that synchronises your clients/contacts, which you manage in BGL with all clients in Xero Practice Manager (XPM). When a change is made, these details will be updated for all products.

This means that a name or address update to a Member, Trustee or Director in XPM will automatically update in Simple Fund/Invest 360 and vice versa!

Reviews & ratings

This app has no reviews yet.  Log in to leave a review

Additional info

Functions

Practice manager

Industries

Accounting

App details

By BGL Corporate Solutions
Added in 2018

Get started with Simple Fund 360

Although Xero reviews each app in the Xero App Store, we can’t give any guarantees. It’s up to you to assess the performance, quality and suitability of any app before going ahead.