Features

Portal provides you and your clients many benefits:

• Significantly reduces the cost of interacting with clients
• Provides powerful branding for your firm and a reason for clients and third parties to visit your website
• Streamlines and automates the flow of documents, reports and data to and from your clients
• Fully integrated with your BGL applications requiring only a single click to publish a document to the Portal and notify your client
• Easy setup as Portal utilises all your existing BGL client data
• Powerful document tracking, management and discussion features allowing you to monitor all communication with clients and third parties
• As Portal is a web based application, there is little or no training required
• Portal offers greater security than email by using the latest SSL and encryption technologies

Simple Fund

• Automates the collection of client source documents
• Automates the signing and approval process for year end documents
• Provides timely access to financial statements, tax returns, investment and members documents from anywhere at anytime
• Gives clients the ability to request investment reports in real time
• Request and receive missing source documents with a single click from the Simple Fund Transaction screen
• View, update and notify changes to the fund’s investment strategy
• SMSF Establishment (providing all necessary documentation)

CAS

• Automates the Annual Review delivery and confirmation process
• Automatically uploads and notifies clients of documents prepared for company changes
• Automates the approval process for all statutory documents
• Provides access to all company documents
• Collects data for automated company registrations ensuring accurate and efficient form and document preparation

If you would like to learn more about Portal by BGL contact the BGL Sales and Marketing Team on 1300 654 401 or email info@bglcorp.com.au