2023
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In June 2021, BGL launched its world-first end-to-end portfolio management solution, Simple Invest 360. Simple Invest 360 now supports 500+ firms, managing 3,000+ entities.
Simple Invest 360 is an end-to-end investment portfolio management solution for companies, individuals, partnerships and trusts. With powerful automation and AI-powered technologies, Simple Invest 360 keeps track of investments and income, providing a complete set of financial statements with automated preparation and electronic lodgment tax returns with the ATO. Simple Invest 360 also provides integrated accounting workpapers, digital signing, 350+ data feeds, registry integration and BGL SmartDocs.
Credits
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Morgan Elite Specialist Services, LLC
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Product & Services - Consumer Products / Services
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United States
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ERTC Express
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Company & Organization - Business of the Year
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United States
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James Radford
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Executives & Professionals of the Year - Mentor of the Year
Country / Region
United States
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TouchPoint Solution, Inc.
Category
Product & Services - Consumer Products / Services
Country / Region
United States