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BGL releases investment portfolio solution | Simple Invest 360

June 15, 2021

BGL Corporate Solutions, Australia's leading supplier of SMSF administration and ASIC company compliance solutions,  is proud to announce the release of its new investment portfolio solution, Simple Invest 360.  

This newest addition to BGL Product Suite provides a portfolio management solution for trusts, companies and individuals. The kind of efficiency we’ve seen clients achieve in their SMSF processing with Simple Fund 360, can now be achieved for trusts, companies and individuals. Simple Invest 360 uses the same award-winning proven technology that powers Simple Fund 360, Australia’s #1 SMSF administration solution.

“I am incredibly proud to be in a position where we can now offer 3 incredible cloud based solutions to our clients” writes BGL’s Managing Director, Ron Lesh. “We’ve built a reputation for offering market leading solutions for SMSF Administration and ASIC Corporate Compliance, so to have a third product, complementary product is a really great achievement by the team.”

“We have been testing Simple Fund 360 and getting client feedback for over 6 months” added Lesh. “And as we speak, there are over 30,000 portfolios loaded on the Simple Invest 360 - 5 free portfolios for each of our  6.000+ Simple Fund 360 clients. Our BETA finished with over 3,000 portfolios loaded onto Simple Invest 360.”

Simple Invest 360 provides a comprehensive portfolio solution with smart CGT based to handle all different investment asset types in one unified solution. Be it listed or unlisted securities, ETFs, property trusts, wrap accounts, crypto currencies or direct property, Simple Invest 360 can handle it all. The software automates all tedious CGT record-keeping as well as providing simple and financial and tax reporting saving time and money no matter what the tax structure - trusts, companies or partnerships or individuals.

Simple Invest 360 is fully integrated with CAS 360 and Simple Fund 360 as well as providing integrated accounting workpapers, digital signing, over 350 data feeds, registry integration and BGL SmartDocs - our industry leading paper to data solution. “The power of our three fully integrated BGL solutions together is a game changer! ” said Lesh.

Why leave it there?

To learn more about Simple Invest 360

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