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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CData Software
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Executives & Professionals of the Year - Innovator of the Year
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United States
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Highwire PR
Category
Business Technology Solutions - Healthcare Technology Solution
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United States
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SOAX
Category
Customer Service - Best Customer Satisfaction Strategy
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United Kingdom
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Tata Consultancy Services
Category
Marketing - Best Personalize Marketing Campaign
Country / Region
Sweden