Simple invest from bgl software




















Miranda Brownlee. Jan 14 Retirement-specific products still seeing limited adviser uptake. Research and invest on more than 30 global exchanges, with one cost-effective solution. Returns you'll feel good about. Hefty penalties for DIN issues — changes needed by advisers. Five key lessons for SMSFs from one paragraph case.

A further reminder about lost SMSF trust deeds. Website Notifications. Clients using our Simple Fund software told us they needed a solution to handle their non-super portfolios. BGL also has a Simple Ledger Desktop, which has been our solution for non-super portfolios for many years.

Simple Invest is the natural progression for BGL. So we have always recognised market opportunity - we just needed to build the product to satisfy it.

So with the basics right, building a third product was comparatively easy. The main challenges were finding an easy way to handle different entity types - trusts, companies and individuals.

The tax rules for each of these types needed to be built into the new software. This was probably the greatest challenge but with our plus years of experience in building financial software, they were quite easily overcome. Because Simple Invest uses the same technology as Simple Fund , the service providers for one are all available in the other. We have plus connections to our product suite, covering bank, broker and wrap feeds as well as plus ecosystem partners.

We select the service providers we think give value to our clients and those our clients request because they know they provide value to their businesses.

Bank data includes our direct bank data feeds and indirect feeds through our business partners. Clients can pay subscriptions annually or monthly, in advance. What goes into launching a new product for BGL? Why did you decide to launch this option now? How did you research market opportunities?



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