Engage by BGL 4+
BGL Corporate Solutions Pty Ltd
专为 iPad 设计
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- 免费
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简介
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.
新内容
版本 2.10
Bug fix
App 隐私
开发者“BGL Corporate Solutions Pty Ltd”已表明该 App 的隐私规范可能包括了下述的数据处理方式。有关更多信息，请参阅开发者隐私政策。
未与你关联的数据
开发者可能会收集以下数据，但数据不会关联你的身份：
- 使用数据
隐私处理规范可能基于你使用的功能或你的年龄等因素而有所不同。了解更多
信息
- 提供者
- BGL Corporate Solutions Pty Ltd
- 大小
- 12.7 MB
- 类別
- 财务
- 兼容性
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- iPhone
- 设备需装有 iOS 14.7 或更高版本。
- iPad
- 设备需装有 iPadOS 14.7 或更高版本。
- iPod touch
- 设备需装有 iOS 14.7 或更高版本。
- Mac
- 需要 macOS 11.5 或更高版本以及装有 Apple M1 或更高版本芯片的 Mac。
- Apple Vision
- 设备需装有 visionOS 1.0 或更高版本。
- 语言
-
英语
- 年龄分级
- 4+
- Copyright
- © BGL Corporate Solutions
- 价格
- 免费