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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Matson Money
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Event - Educational Event
Country / Region
United States
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Falcon Brook Management Consultancy and Talent Solutions
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Achievement - Achievement in Diversity, Equity & Inclusion
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United Kingdom
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TruConnect Communications, LLC
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Customer Service - Customer Service Department / Team of the Year
Country / Region
United States
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Tourplan
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Business Technology Solutions - Software Development Solution
Country / Region
United Kingdom