subscribe to our newsletter
BMR announces integration with BGL Simple Fund

BMR announces integration with BGL Simple Fund

Reporter
24 November 2015

BMR Corporate Solutions has successfully completed an integration with BGL Simple Fund 360, allowing clients to have secure access to their client’s details through the BMR system.

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.

Read more:

ASIC already shadow shopping, accountants warned

Setbacks fail to dampen Class IPO

Confidence in super system hit by tax debate

OneVue adds seven funds to its RE services

BMR announces integration with BGL Simple Fund
smsfadviser logo
join the discussion

What do you plan to do in response to the new adviser education standards?

SUBSCRIBE TO THE
SMSF ADVISER BULLETIN

Get the latest news and opinions delivered to your inbox each morning

In this month's issue:

  • Time wrap
  • The tech bull run
  • From hobby to passion
  • Golden Years
  • An untimely reminder
  • Why change is so difficult
  • Key Strategies for equalising super