Engage by BGL 4+
Mobile access for BGL Clients
BGL Corporate Solutions Pty Ltd
Designed for iPad
-
- Free
Screenshots
Description
With a growing demand for improved SMSF investment reporting, transparency and simple to use mobile interaction, BGL has launched our first mobile application for Simple Fund 360.
Benefits
Improve communication with your SMSF clients.
Simplify and remove pain points wtih client queries.
Help educate and improve SMSF Engagement.
Improve client retention and differentiate your service.
Core Features include:
Track Investments, Respond to Queries, View Member Contribution, and Pension Data.
Dashboards
Stay on top of your investment strategy. Drill into the data and investment allocation revalued automatically every day.
Pensions
Improve compliance and avoid costly mistakes with our simple to digest visual pension dashboards.
Member Allocation
Check your combined member balances and minimums for all account-based pensions.
Contributions
Track your contributions limits and ensure your clients are maximizing their tax concessions.
Trustee Query
Have your clients or adviser respond to unknown transactions with simple drop-down choices or take photos of documents.
What’s New
Version 2.10
Bug fix
App Privacy
The developer, BGL Corporate Solutions Pty Ltd, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.
Data Not Linked to You
The following data may be collected but it is not linked to your identity:
- Usage Data
Privacy practices may vary based on, for example, the features you use or your age. Learn More
Information
- Provider
- BGL Corporate Solutions Pty Ltd
- Size
- 12.7 MB
- Category
- Finance
- Compatibility
-
- iPhone
- Requires iOS 14.7 or later.
- iPad
- Requires iPadOS 14.7 or later.
- iPod touch
- Requires iOS 14.7 or later.
- Mac
- Requires macOS 11.5 or later and a Mac with Apple M1 chip or later.
- Apple Vision
- Requires visionOS 1.0 or later.
- Languages
-
English
- Age Rating
- 4+
- Copyright
- © BGL Corporate Solutions
- Price
- Free