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Home News

BGL integrates with Digital Rapport to revolutionise SMSF reporting

BGL has announced an integration with Digital Rapport, an AI-driven reporting platform revolutionising SMSF financial reporting.

by Keeli Cambourne
July 24, 2024
in News
Reading Time: 2 mins read
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BGL is a provider of company compliance, SMSFs, investment management, identity verification and AI-powered paper-to-data software solutions.

“We are excited to welcome Digital Rapport to the BGL Ecosystem,” said BGL’s chief executive officer, Daniel Tramontana.

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“This integration will help accountants communicate more efficiently and effectively with their SMSF clients. Likewise, it will help trustees better understand their financial data and engage in a meaningful way.”

Digital Rapport revolutionises client-accountant communication by creating AI-powered, data-driven videos. This automation enhances engagement with easy-to-understand visual reporting.

The integration connects Digital Rapport with BGL’s award-winning SMSF administration software, Simple Fund 360, via BGL’s free open API.

David Cowling, CEO and founder of Digital Rapport, said the integration of Digital Rapport with Simple Fund 360 is a game changer for how trustees consume and engage with their financial information.

“Being an agile and engaging tool, video enhances how accountants report financials to trustees. With seamless data integration, accountants can create a 2-3 minute AI-driven video, narrated in their AI voice, to deliver key highlights of SMSF fund performance,” Cowling said.

“These videos take just minutes to create, are customised with a firm’s unique branding and showcase crucial financial data in a dynamic and easily digestible format.”

Brad Wilkinson, head of ecosystem at BGL, said the collaboration underscores its commitment to leveraging innovative technologies to enhance the services available to its clients, enabling it to deliver superior service and insights to SMSF trustees.

Tags: NewsSMSF PlatformsSoftwareSuperannuation

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SMSF Adviser is the authoritative source of news, opinions and market intelligence for Australia’s SMSF sector. The SMSF sector now represents more than one million members and approximately one third of Australia's superannuation savings. Over the past five years the number of SMSF members has increased by close to 30 per cent, highlighting the opportunity for engaged, informed and driven professionals to build successful SMSF advice business.

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