Leveraging the BGL integration for SMSF document orders
Join us for this upcoming session, where we explore the use of BGL’s integration with Simple Fund 360 and CAS 360 to order your SMSF documents from within the Smarter SMSF platform.
In this demo, we will be exploring:
- How to connect your BGL accounts in the Smarter SMSF platform
- How you can connect to Smarter SMSF from within Simple Fund 360 to order your SMSF documents
- How the Simple Fund 360 integration works to populate information to order documents
- How new SMSF orders can automatically setup the fund, trustee and member details in Simple Fund 360
- How you can add team members to order from the firm’s subscription
- General FAQs about the integration, available documents and options to order (including subscriptions).
Complete the form to register for this upcoming session: