We’re excited to share the first Simple Fund 360 and Simple Invest 360 update for 2025!
What's New?
BGLiD Identity Verification
Simple Fund 360 and Simple Invest 360 clients who sync their contacts with CAS 360 will now see the BGLiD verification status displayed in the Contact screen. Click here for instructions on how to synchronise your contact database.
Consolidated Reporting
The Consolidated Reporting screen can now combine investment, tax and financial data across multiple entities into one Consolidated Investment Report with a customisable layout. Learn More
Entity Dashboard
An entity’s ABN is now automatically validated using the ABR Lookup to ensure the ABN is active and that the GST status matches the entity’s details. Learn More
Corporate Actions
2 new mergers have been added to Corporate Actions:
- CAJ: 22 December 2024
- AME: 9 December 2024
Plus, many more new features and improvements.
Stay tuned for future releases!
Jeevan Tokhi
General Manager of Product – Simple Fund 360, Simple Invest 360 and BGL SmartDocs 360
E: [email protected] | P: 1300 654 401
Connect with me on LinkedIn
