Powered by MOMENTUM MEDIA
Powered by MOMENTUM MEDIA
subscribe to our newsletter
Mobile app in the works from SMSF software giant

Mobile app in the works from SMSF software giant

mobile application
Miranda Brownlee
11 July 2018 — 1 minute read

BGL Corporate Solutions has developed the first stage of a mobile application that will allow SMSF professionals to send data requests to their clients.

BGL managing director Ron Lesh said the first stage of the Simple Fund 360 mobile application, the Trustee Query, allow users to send a data request directly to their SMSF clients by SMS or email that is then accessed through a smart, simple mobile app.

“The trustee can respond to the request with a note or upload a document and the response is instantly recorded in Simple Fund 360,” said Mr Lesh.

Advertisement
Advertisement

This latest software release, he said, also adds data feeds for seven brokers including Barclay Wells, BCP Equities, Pinnacle Wealth Management, Hendersons FP, McFarlane Cameron, Giles Wade Private Wealth, Open Markets and Kodari Securities.

“The team has also made a few changes to the TBAR management dashboard in response to client feedback,” said Mr Lesh.

Mobile app in the works from SMSF software giant
mobile phone smsf
smsfadviser logo
join the discussion

When do you plan to undertake the exam under the new adviser education standards?

Website Notifications

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