CAS 360 Product Update – April 2023

We are excited to announce another sensational CAS 360 update!
You can check out the full release notes and join the conversation in the BGL Community. 

Cloudcheck Integration: CAS 360’s integration with the electronic identity verification tool, Cloudcheck, now offers an option for self-verification where a verification Email/SMS is sent to the recipient to authenticate their identity. Learn More

Appointment of Beneficiaries: A new Appointment of Beneficiaries workflow has been added to trusts in CAS 360. This new workflow includes document production with a new appointment of beneficiary minute and resolution and a new Register of Beneficiaries.  Additionally, this Register can be generated via the Reports screen for multiple trusts at the same time. Learn More

Reactivate Deleted Trusts: Deactivated/deleted Trusts can now be reactivated in CAS 360 via the Trust screen. Learn More 

User Roles: The Company Registration screen has been enhanced with improved permissions  for more control over access and document preparation for users. These permissions can now be configured in the User Role Screen giving administrators greater flexibility in managing user privileges. Learn More

Shareholder Report: The sort order of the Shareholder Report has been enhanced to align with the Register of Members for Initial Share Transaction types. The report will now follow this specific order: Subscriptions will be the first transaction type followed by Allotments and Balances (if recorded on the same date). This is particularly significant for Subscriptions as it is the founding transaction type. Learn More 

BGL API: The BGL API can now retrieve CAS 360 subscription information to ensure BGL API partners can add a company when required. Learn More

Remember to check out the full release notes and join the conversation in the BGL Community. Links to previous update release notes are below:

• March (30/03/2023)
• March (16/03/2023)
• March (02/03/2023)

Stay tuned for future releases!