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BGL, Crestone in integration deal

Ron Lesh
Sarah Kendell
18 October 2019 — 1 minute read

SMSF software provider BGL has announced an integration deal with high-net-worth advisory firm Crestone, allowing users of its Simple Fund 360 software to access relevant investment data feeds for Crestone clients.

Commenting on the new integration, BGL managing director Ron Lesh said adding Crestone to the firm’s range of available data feed would continue to drive efficiencies for users of Simple Fund 360.

“It’s great to add Crestone, a leading wealth management company, to the BGL ecosystem,” Mr Lesh said.

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“Automating the import of daily investment data from the Crestone platform into Simple Fund 360 will save our mutual clients a huge amount of time and money by eliminating manual data input.”

Crestone head of advisory for Victoria Adam Ginnivan added that the move also represented a time and productivity gain for the firm’s clients.

“This is a great initiative between BGL and Crestone, one that will save our clients and their advisers a huge amount of time,” Mr Ginnivan said.

“We are keen to provide these efficiency gains to our clients whenever we can.”

Mr Lesh said the integration was the latest in a series of moves by BGL to make processing of client data as seamless as possible for Simple Fund 360 users.

“BGL is focused on providing our clients with seamless integration,” he said.

“Crestone adds to the over 350 bank, broker, wrap and platform feeds available in Simple Fund 360.

“In almost every Simple Fund 360 release, we are adding to and improving our data feeds.”

BGL, Crestone in integration deal
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