Investment Portfolio Software
Connect BGL’s intelligent, cloud-based software to APS Practice Management and help accountants streamline CGT compliance management and administration for trusts, companies and individuals.
SimpleInvest360 Overview
By connecting SimpleInvest360 from BGL with APS Practice Management you take the hassle out of compliance, reduce time and eliminate risks by managing critical client information through a two-way connection. Removing duplicate data entry, providing efficiency gains and improving the visibility of data and documents. It also ensures client details are kept up to date and help you to ensure you have a seamless and efficient experience.
SimpleInvest360 Key features
Investment Accounting
Providing for automated Australian capital gains transactions, depreciation and GST recording, calculation and reporting.
Accounting Workpapers
Automated accounting workpapers and improves accuracy of CGT records with notifications.
Support for all Entities
View all SMSFs, Trusts, Companies and Individuals in one easy to use platform with a unified set of financials and CGT records.
Assets module
Boasts a robust fully integrated investment register and depreciable assets module.
Corporate Actions
Notifies users of which ASX corporate actions have taken place throughout the Financial Year.
“APS is one of Australia’s leading Practice Management solutions. The integration means BGL and APS clients can now automatically sync contacts two-ways in CAS 360, Simple Fund 360 and Simple Invest 360 with APS Practice Management.”
RonLesh – Managing Director at BGL
Connect to BGL’s SimpleInvest360 and streamline CGT compliance management.
Find out more information or request a demo tailored to your accounting practice needs.