BGL is proud to announce Simple Fund 360 is now integrated with Colonial First State’s FirstWrap platform.
“It’s great to have Colonial First State as part of the BGL Ecosystem,” said Ron Lesh, BGL’s Managing Director. “FirstWrap is a full service wrap platform, providing comprehensive investment choice, convenience and great flexibility. This new integration means FirstWrap now has a seamless integration with Simple Fund 360 with bank, investment and income transactions automatically loaded”.
“Simple Fund 360 will then automatically map the required accounts and tax data to drive further efficiencies for your firm.”
Colonial First State’s Chief Distribution Officer, Bryce Quirk, said: “We’re excited to partner with BGL and provide the benefits of Simple Fund 360 to our members and advisers. Adding to the comprehensive tax reporting features of FirstWrap, the welcome addition of Simple Fund 360 integration will further enhance the value and efficiencies for our joint customers.”
BGL currently has over 350 partners in our Ecosystem and it is great to be able to add FirstWrap to the list.
