2023

Artificial Intelligence / Machine Learning Solution

Entrant

Company - BGL Corporate Solutions Pty Ltd

Category

Business Technology Solutions - Artificial Intelligence / Machine Learning Solution

Client's Name

Smart Post / Smart Docs

Country / Region

Australia

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

Founder and Managing Director
Ron Lesh
Head of Simple Fund 360
Jeevan Tokhi
Simple Invest 360 Product Manager
Andrew Paszko
Head of Development
James Luo
 
2023
New Digital Programs Set to Change the Healthcare Industry
Executives & Professionals of the Year

Entrant

Category

Executives & Professionals of the Year - Innovator of the Year

Country / Region

United States

 
2023
David Rivero, Entrepreneur and Business Mentor
Entrepreneur

Entrant

Category

Entrepreneur - Diversified Services

Country / Region

United States

 
2023
When Building It Is Better Than Buying It
Customer Service

Entrant

Toco Warranty

Category

Customer Service - Financial Services

Country / Region

United States

 
2023
John Paul Souza, CEO of ERTC.com
Executives & Professionals of the Year

Entrant

Category

Executives & Professionals of the Year - Entrepreneur of the Year

Country / Region

United States