The integration will allow eight separate SMSF documents to be pre-populated by the BMR system using data from BGL Simple Fund.
These documents include trust deed updates, pension applications, binding death nominations and investment strategies.
BMR senior consultant Mark Ratcliff said this latest development will allow users of Simple Fund 360 to access the details of their SMSF through BMR’s online system and use those details to pre-fill and complete its order forms.
“This is another time-saving initiative from BMR and we are proud to be working with the BGL team,” said Mr Ratcliff.
BGL Corporate Solutions managing director Ron Lesh said this latest integration from BMR is another great example of a partner using the Simple Fund 360’s API to build an innovative and secure solution that streamlines workflow.
“The ability to pre-fill forms with Simple Fund 360 data will drive significant efficiency gains and [provide] an enhanced user experience for mutual clients,” said Mr Lesh.
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