Engage by BGL

Mobile access for BGL Clients

Free · Designed for iPad. Not verified for macOS.

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.

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Optimise performance.

Version 3.01

The developer, BGL Corporate Solutions Pty Ltd, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .

  • Data Not Linked to You

    The following data may be collected but it is not linked to your identity:

    • Usage Data

Privacy practices may vary, for example, based on the features you use or your age. Learn More

Accessibility

The developer has not yet indicated which accessibility features this app supports. Learn More

Information

Seller
  • BGL Corporate Solutions Pty Ltd
Size
  • 11.2 MB
Category
  • Finance
Compatibility
Requires iOS 16.6 or later.
  • iPhone
    Requires iOS 16.6 or later.
  • iPad
    Requires iPadOS 16.6 or later.
  • Mac
    Requires macOS 13.5 or later and a Mac with Apple M1 chip or later.
  • Apple Vision
    Requires visionOS 1.0 or later.
Languages
  • English
Age Rating
4+
Copyright
  • © BGL Corporate Solutions
  • Developer Website
  • Privacy Policy

    • More by BGL Corporate Solutions Pty Ltd

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