Introduction

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What is Portal ?

Portal is an online client collaboration application that is fully integrated with your CAS and Simple Fund software.  Portal will add real-time client interaction to your existing website by providing a unique automated document delivery, retrieval and reminder system.

“Portal by BGL is a real asset to our business and to our
clients.  It allows us to exchange information quickly and easily.  Our
clients appreciate the added security that comes with an encrypted web
based platform.”

Julie Taylor - Director
Keep It Simple Super Pty Ltd

Register for a free 30 day trial of Portal by BGL or register now for a free Portal by BGL Information Webinar.

Portal will:

  • Securely deliver documents direct to your client
  • Remind your client to process the document
  • Inform you when your client has processed the document
  • Automatically update your BGL software during all stages of the process

How much does it cost your practice to get a document out the door?

Every day you receive numerous requests for information from clients, advisers, auditors, bank managers, brokers, incorporation specialists, company officers and shareholders. Most professional firms deliver this information by mail or email, but these delivery methods have proved to be both slow and inefficient.

Portal immediately adds efficiency to your practice by shifting the way you interact with your clients and third parties. Instead of waiting for mail or searching through multiple email accounts, Portal allows you to easily manage these requests with greater efficiency through your existing website.

How does Portal work ?

Your CAS and Simple Fund software connects to Portal through a Data Connector. The Data Connector is installed on your computer together with your existing BGL applications. When you generate reports or change data in CAS or Simple Fund the Data Connector works in the background. Securely sending data to and from the Portal, ensuring all parties have access to timely information.

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