We are excited to announce another sensational Simple Fund 360 and Simple Invest 360 update! Check out the full release notes and join the conversation in the BGL Community.
Published by Australian Fintech on 19 October 2022
Click here to read on the Australian Fintech website
Australia’s leading provider of self-managed superannuation fund (SMSF), investment portfolio and company compliance management software, is proud to announce the appointment of Adriana Cavallo as its Head of Customer Experience (APAC).
“It has been a pleasure to watch Adriana grow and thrive with us both personally and professionally since she joined BGL in 2012,” said Ron Lesh, BGL’s Managing Director. “Adriana has demonstrated the highest commitment to BGL, the team and clients and we could not be prouder to see her take on this new role.”
A qualified CPA with an MBA in Marketing, Adriana has contributed significantly to BGL over the past 10 years with roles in Support, Data Services, Client Enablement, Practice Management Integration, Partnerships and most recently, as Head of Client Success.
“As Head of Customer Experience (APAC), Adriana will oversee BGL’s Support, Data Services, Client Success, Account Management, and Sales (APAC) teams to deliver remarkable experiences for BGL clients,” continued Lesh. “This is a significant change to the structure of our business and will have a positive impact on BGL, our clients and partners moving forward.”
“Working with our clients and creating an exceptional BGL experience has always been a passion of mine,” said Adriana Cavallo. “I’m thrilled to be able to continue my incredible journey with BGL, focusing on client experience and working with the amazing teams at BGL.”
“We are proud to have an extraordinary talent pool at BGL that allows us to promote internally rather than seek external appointments for senior management positions,” added Lesh. “Adriana is highly regarded in the industry due to her ability to form and sustain strong relationships and is perfectly suited and qualified to help lead BGL into the future.”
“It has been a pleasure to watch Adriana grow and thrive with us both personally and professionally since she joined BGL in 2012,” said Ron Lesh, BGL’s Managing Director. “Adriana has demonstrated the highest commitment to BGL, the team and clients and we could not be prouder to see her take on this new role.”
A qualified CPA with an MBA in Marketing, Adriana has contributed significantly to BGL over the past 10 years with roles in Support, Data Services, Client Enablement, Practice Management Integration, Partnerships and most recently, as Head of Client Success.
“As Head of Customer Experience (APAC), Adriana will oversee BGL’s Support, Data Services, Client Success, Account Management, and Sales (APAC) teams to deliver remarkable experiences for BGL clients,” continued Lesh. “This is a significant change to the structure of our business and will have a positive impact on BGL, our clients and partners moving forward.”
“Working with our clients and creating an exceptional BGL experience has always been a passion of mine,” said Adriana Cavallo. “I’m thrilled to be able to continue my incredible journey with BGL, focusing on client experience and working with the amazing teams at BGL.”
“We are proud to have an extraordinary talent pool at BGL that allows us to promote internally rather than seek external appointments for senior management positions,” added Lesh. “Adriana is highly regarded in the industry due to her ability to form and sustain strong relationships and is perfectly suited and qualified to help lead BGL into the future.”
Published by Australian Fintech on 18 October 2022
Click here to read on the Australian Fintech website
BGL Corporate Solutions, Australia’s leading provider of self-managed superannuation fund (SMSF), investment portfolio and company compliance management software, is proud to once again win the SMSF software category of the ‘selfmanagedsuper’ and CoreData SMSF Service Provider Awards.
“This is a sensational achievement by the BGL team. I could not be prouder of each and every one of them,” said Ron Lesh, BGL’s Managing Director. “In 2022, BGL has also received industry recognition from SMSF Adviser Awards for SMSF Software Provider of the Year, International Business Awards® for Most Innovative Company of the Year, Global Excellence Awards for Most Innovative Compliance Software Solutions Provider (Australia), Titan Business Awards for Most Innovative Company of the Year and FinTech Breakthrough Awards for Best RegTech Solution, among many others.”
Presented by ‘selfmanagedsuper’ and research house CoreData, the SMSF Service Provider Awards cover 16 categories related to investments and services available to SMSFs. The awards are based on a survey of industry participants conducted between July and September 2022 of 240 advisers and accountants who advise on and/or administer SMSFs.
Jeevan Tokhi, Head of Simple Fund 360, said, “This award recognises why Simple Fund 360 is the number 1 SMSF administration software in the market. The entire BGL team continues to provide best-of-breed technology and exceptional service. We look forward to delighting our clients with some exciting updates later this year.”
Launched in 2014, Simple Fund 360 software uses sophisticated artificial intelligence (AI) powered technologies for smart data capture, categorisation and review – simplifying the process of transaction processing for SMSFs and providing incredible efficiencies for clients.
Simple Fund 360 integrates with BGL’s CAS 360, Simple Invest 360 and many industry-leading practice management solutions while providing integrated accounting workpapers, digital signing, 350+ data feeds, registry integration, sophisticated portfolio reporting and BGL SmartDocs – BGL’s award-winning industry-leading paper-to-data solution. And for the accountants, Simple Fund 360 includes a proper double-entry general ledger.
Simple Fund 360 is used by almost 7,500 businesses administering over 260,000 SMSFs representing 43% of the 605,000 SMSFs in Australia. This adviser-voted award solidifies the position of Simple Fund 360 as Australia’s leading SMSF administration software solution.
BGL is proud to once again win the SMSF software category of the selfmanagedsuper and CoreData SMSF Service Provider Awards.
The introduction of Director IDs means Australian company directors are required to identify themselves with the Australian Business Registry Services (ABRS) via MyGov before 30 November 2022.
BGL is proud to be part of a Global Victoria technology trade mission to Asia’s most exciting big data, analytics and artificial intelligence event Big Data & AI World, Singapore.
Published by Australian Fintech on 11 October 2022
Click here to read on the Australian Fintech website
BGL Corporate Solutions, Australia’s leading provider of self-managed superannuation fund (SMSF), investment portfolio and company compliance management software, have announced they are to be part of a Global Victoria technology trade mission to Asia’s most exciting big data, analytics and artificial intelligence event Big Data & AI World, Singapore.
“We were honoured to be invited by Global Victoria, the Victorian Government’s trade facilitation agency, to join this trade mission and attend the Big Data & AI World event in Singapore,” said Ron Lesh, BGL’s Managing Director. “Being selected to exhibit at the Global Victoria pavilion with 15 other illustrious Victorian companies offering cutting-edge technological solutions is a remarkable achievement for BGL.”
The award-winning Big Data & AI World event in Singapore, held on 12-13 October 2022, convenes and connects data and AI innovators, technologists and business leaders to help make data-driven decisions and intelligently shape their businesses.
“This event is a fantastic opportunity for BGL to showcase our latest product in development, Smart Docs 360,” continued Lesh. “BGL’s Chief Operating Officer, Daniel Tramontana, and Head of Development, James Luo, will be at the Global Victoria Pavilion S10 to demonstrate this incredible technology in person.”
Smart Docs 360, currently in closed beta, is an all-in-one, artificial intelligence (AI) powered cloud software solution that helps businesses unlock their full potential by transforming their unstructured data into smart digital data.
“We initially developed BGL Smart Docs to be part of our existing compliance offerings,” said Lesh. “As a module in Simple Fund 360 and Simple Invest 360, BGL Smart Docs reads PDF or image files, extracts the information and converts it into useful digital data using artificial intelligence. Document types include invoices, bank statements, dividend or distribution statements, broker buy and sell notes and many others. BGL Smart Docs is currently reading two million pages per month and loading the data extracted from those documents into Simple Fund 360 and Simple Invest 360, saving our clients a huge amount of time and money while dramatically reducing errors and improving efficiency.”
“As the Smart Docs technology evolved, we realised it could be used across many industries, leading to the creation of BGL Smart Docs 360, which will be available as a retail and developer (no-code AI) solution.”
If you’re attending the Big Data & AI World event in Singapore, visit BGL’s Chief Operating Officer, Daniel Tramontana and Head of Development, James Luo, at the Global Victoria Pavilion S10.
To register your interest in BGL Smart Docs 360, visit www.bglcorp.com/smart-docs-360.
We are excited to announce another sensational update for CAS 360! Including the major feature Automated Document Reminders!
With two months to the deadline, most company directors have yet to apply for their identifier and many remain confused about the system.
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