AVA & BGL
Spending long hours updating spreadsheets to keep on top of your client’s SMSF and investment portfolio? Reduce manual data work and streamline financial data review with AVA’s single dashboard and BGL’s powerful SMSF administration and Investment Portfolio solutions, Simple Fund 360 and Simple Invest 360.
Smart. Powerful. Seamless integration.
The integration between the 3 solutions makes it seamless for SMSF administrators and Fund Managers to assess all funds in one unique dashboard and create a white-labelled one-page investment summary document to share with each of their clients.
Funds Deep Dive Analysis
Discover all administered fund details in one easy to understand dashboard, which includes a "sunrise" dashboard and a one-pager of all funds.
White-labelled Reporting
Engage with clients on a monthly basis by providing them with an easy to understand and complete report of investment details and performance.
About BGL - Simple Fund 360 & Simple Invest 360
With 30+ years of trust in the accounting software space, BGL delivers Australia's award-winning and leading cloud-based Company Compliance management, SMSF administration & Investment Portfolio software solutions to over 8,000 businesses in 15 countries. All through its user-friendly and highly intelligent web applications, including Simple Fund 360 & Simple Invest 360.
Simple Fund 360 is an intelligent, cloud-based SMSF administration software to streamline SMSF compliance management. Simple Fund 360 empowers SMSF professionals to go beyond data entry with its unique AI-powered, innovative and award-winning technology.
Simple Invest 360 is an intelligent, cloud-based investment portfolio software to streamline CGT & Trust Compliance management. Leveraging the powerful, award-winning technology of Simple Fund 360, together with an ecosystem of 350+ automated data feeds, Simple Invest 360 provides robust CGT record-keeping, trust portfolio financial reporting and smart artificial intelligence powered categorisation and data capture.