Engage by BGL 4+

Name: Engage by BGL
Author: BGL Corporate Solutions Pty Ltd

BGL Corporate Solutions Pty Ltd

Ontworpen voor iPad

- Gratis

Beschrijving

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.

24 mei 2023

Versie 2.10

Bug fix

De ontwikkelaar, BGL Corporate Solutions Pty Ltd, heeft aangegeven dat volgens de toepassing van het privacybeleid van de app gegevens kunnen worden beheerd zoals hieronder staat beschreven. Ga voor meer informatie naar het privacybeleid van de ontwikkelaar.