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.
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.
