LATEST APPSGONEFREE Follow us on twitter
GearAdvice AppAdvice/TV NowGaming WatchAware

With a growing demand for improved SMSF investment reporting, transparency and simple to use mobile interaction, BGL has launched our first mobile application for Simple Fund 360

Engage by BGL

by BGL Corporate Solutions Pty Ltd

What is it about?

With a growing demand for improved SMSF investment reporting, transparency and simple to use mobile interaction, BGL has launched our first mobile application for Simple Fund 360.

App Details

Version
2.10
Rating
NA
Size
12Mb
Genre
Finance Business
Last updated
May 24, 2023
Release date
August 23, 2019
More info

App Screenshots

App Store Description

With a growing demand for improved SMSF investment reporting, transparency and simple to use mobile interaction, BGL has launched our first mobile application for Simple Fund 360.

Benefits
Improve communication with your SMSF clients.
Simplify and remove pain points wtih client queries.
Help educate and improve SMSF Engagement.
Improve client retention and differentiate your service.

Core Features include:
Track Investments, Respond to Queries, View Member Contribution, and Pension Data.


Dashboards
Stay on top of your investment strategy. Drill into the data and investment allocation revalued automatically every day.
Pensions
Improve compliance and avoid costly mistakes with our simple to digest visual pension dashboards.
Member Allocation
Check your combined member balances and minimums for all account-based pensions.
Contributions
Track your contributions limits and ensure your clients are maximizing their tax concessions.
Trustee Query
Have your clients or adviser respond to unknown transactions with simple drop-down choices or take photos of documents.

Disclaimer:
AppAdvice does not own this application and only provides images and links contained in the iTunes Search API, to help our users find the best apps to download. If you are the developer of this app and would like your information removed, please send a request to takedown@appadvice.com and your information will be removed.