Powered by MOMENTUM MEDIA
Powered by MOMENTUM MEDIA
subscribe to our newsletter

BGL teams up with finance platform

BGL teams up with finance platform
Reporter
14 June 2017 — 1 minute read

SMSF administrator BGL has integrated with a finance platform to provide users with a holistic view of their clients’ finances.

Finance platform myprosperity, has completely integrated with BGL Simple Fund 360, enabling SMSF firms to provide their clients with one platform they can view all their finances including property, motor vehicles, bank accounts, credit cards and SMSF.

Accountants and advisers will be able to link their client’s Simple Fund 360 ledgers and myprosperity accounts.

Advertisement
Advertisement

Myprosperity chief executive Chris Ridd said with the SMSF sector representing over $650 billion in assets, “integrating with Simple Fund 360 is an important step for myprosperity to deliver huge benefits to accountants, advisers and their clients.”

BGL managing director Ron Lesh said mutual clients will be able to view their SMSF balances, holdings and transactions within the myprosperity platform, giving them a comprehensive view of their super and non-super assets.

Myprosperity will also integrate with BGL’s cloud-based ASIC company compliance solution, CAS 360, over the coming months, BGL said.

BGL teams up with finance platform
team up 382
smsfadviser logo
join the discussion

Latest poll

What is the best solution to improve access to SMSF advice?

Website Notifications

Get notifications in real-time for staying up to date with content that matters to you.