BGL links to Xero
Specialist Self Managed Superannuation Funds (SMSF) administration software provider, BGL Corporate Solutions has integrated Simple Fund 360 with Xero’s Beautiful Accounting Software.
The company announced this week that the new integration would give Simple Fund 360 users the ability to connect directly with Xero and seamlessly import bank transactions.
It said BGL was the first SMSF administration software provider to enable this type of connectivity.
BGL managing director, Ron Lesh said that of the 500 plus firms using Simple Fund 360, he knew of a large percentage also using Xero.
“The integration expands the bank data capability of Simple Fund 360 as well as providing clients with a single interface to administer their bank data,” he said.
“Firms want integrated practice software which is why Simple Fund 360 and Xero integration is so important. We will also continue to work with other software providers to give our clients a range of fully integrated solutions.”
Recommended for you
ASIC has permanently banned a former Perth adviser after he made “materially misleading” statements to induce investors.
The Financial Services and Credit Panel has made a written order to a relevant provider after it gave advice regarding non-concessional contributions.
With wealth management M&A appetite only growing stronger, Business Health has outlined the major considerations for buyers and sellers to prevent unintended misalignment between the parties.
Industry body SIAA has said the falling number of financial advisers in Australia is a key issue impacting the attractiveness and investor participation of both public and private markets.