BGL managing director Ron Lesh said the new integration will enable users to create companies, trusts and super funds as well as other documents from within the LightYear Docs platform and send the data and documents to CAS 360 with the click of a button.
“This seamless document integration represents a huge time saver to our clients,” Mr Lesh said.
LightYear Docs chief executive Grant Abbott said over the past year the LightYear Docs has worked on building strategy automation.
“The next and most important step has been our BGL integration, and we thank Ron and his team for making it happen,” Mr Abbott said.
