CAS Forms Module CAS Forms allows clients to prepare virtually any form in CAS. Forms prepared are saved in CAS Document Management providing a permanent record for each company of all forms and documents prepared.
Portal by BGL Portal by BGL is a web based data access and client collaboration tool that is fully integrated with your CAS, Simple Fund, Simple Invest and Simple Ledger software.
BGL Query BGL Query gives you the ability to build queries and reports from CAS, Simple Fund, Simple Invest or Simple Ledger. BGL Query allows you to filter and extract information with an easy to use, point and click, user interface.