BGL is proud to announce major updates to its cloud-based Simple Fund 360 and CAS 360 solutions including fully integrated electronic signing with DocuSign, automated creation of funds from Topdocs and Zendesk Live Support Chat fully integrated into both CAS 360 and Simple Fund 360.
“The teams have been hard at work over the past few months” says BGL’s Managing Director, Ron Lesh. “The latest CAS 360 and Simple Fund 360 releases contain heaps of new features requested by clients as well as a number of other enhancements that will make our clients’ lives easier and boost their productivity”.
“The seamless integration of digital signing with industry leading provider, DocuSign is certainly a highlight of this release” added Lesh. “Clients have been screaming out for digital signing of SMSF documents for a long time and BGL has answered the call. This feature creates a simple workflow for an accountant or administrator to get all SMSF documents digitally signed without the need for emails or follow ups”.
“The implementation of Zendesk Support Live Chat across both applications will create a whole new support experience for BGL clients” noted Lesh. “We trialed this feature with Simple Fund 360 for a while and our client satisfaction scores went through the roof. Adding this to CAS 360 and releasing this to all Simple Fund 360 clients will make a huge difference to our client support”.
“Another new feature gives clients the ability to log into your BGL applications through your Google or Xero account. This reduces the need to have multiple accounts, simplify processes and improve security”, said Lesh.
“BGL and Topdocs have worked together to provide the seamless creation of new funds in Simple Fund 360 from the Topdocs platform. Clients can grab standing data from Simple Fund 360, bring it into Topdocs, finish the document creation in Topdocs and all the data and documents flow back into Simple Fund 360. This process will significantly reduce time for our mutual clients” Lesh said
“It’s truly amazing to see how much the team delivered and how that will impact positively on our clients experience”.
BGL releases updates to CAS 360 every 2 weeks and Simple Fund 360 every 3 weeks.
