Engage by BGL

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. https://www.bglcorp.com/simple-fund-360-professional/

Benefits of going mobile
Improve communication with your SMSF clients.
Simplify and remove pain points with 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 performance and investment allocation with Listed Securities revalued automatically every day.

Pensions
Improve compliance and avoid costly mistakes with our simple to digest visual pension dashboard.

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 avalaible tax concessions.

Trustee Query
Have your client or adviser respond to unknown transactions with simple drop-down choices or alternatively take a quick photo of any supporting documents.
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What's New

This is the first production release of Simple Fund 360 Mobile Application, Engage by BGL to the Google Play Store.
Improvements from Beta Release:
- Limit font size when font size is changed in settings
- Add new TWRR - Time-Weighted Rate of Return calculation to Dashboard to aid with accurate performance benchmarking
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Additional Information

Updated
November 26, 2019
Size
2.2M
Installs
50+
Current Version
1.8
Requires Android
7.1 and up
Content Rating
Everyone
Interactive Elements
Users Interact
Permissions
Offered By
BGL Corporate Solutions
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