Engage by BGL vs CPS Portfolio
Price, ratings, monetisation and update history for both apps, side by side — with what reviewers say about each.
Engage by BGL
This app provides SMSF clients with mobile access to investment reporting and fund data. It aims to improve communication, simplify queries, and enhance client engagement and retention for financial advisors.
- Track Investments
- Respond to Queries
- View Member Contribution & Pension Data
- Investment Dashboards
- Pension Dashboards
- Member Allocation Tracking
- Contribution Limit Tracking
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With a growing demand for improved SMSF investment reporting, transparency and simple to use mobile interaction, BGL has launched our first mobile application for Simple Fund 360. Benefits Improve communication with your SMSF clients. Simplify and remove pain points wtih client queries. Help educate and improve SMSF Engagement. Improve client retention and differentiate your service. Core Features include: Track Investments, Respond to Queries, View Member Contribution, and Pension Data. Dashboards Stay on top of your investment strategy. Drill into the data and investment allocation revalued automatically every day. Pensions Improve compliance and avoid costly mistakes with our simple to digest visual pension dashboards. Member Allocation Check your combined member balances and minimums for all account-based pensions. Contributions Track your contributions limits and ensure your clients are maximizing their tax concessions. Trustee Query Have your clients or adviser respond to unknown transactions with simple drop-down choices or take photos of documents.
CPS Portfolio
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Allows secure access to view CPS Capital Client Portfolio, Ledgers, Contracts and End of Financial Year Reports. Add stocks to Watch lists with price alerts and secure Adviser messaging.
Screenshots
Verdict
Engage by BGL and CPS Portfolio are too close to call on the numbers: across 5 compared parameters — price, ads, in-app purchases and device support among them — neither pulls far enough ahead to decide it. What separates them is feature set and interface, not measurable difference.
Scored on Price · Rating · Positive reviews · Number of ratings · Update frequency · Ads · In-app purchases · Monetization · Best chart rank · Devices · Requires iOS
Both are free to download. Neither carries in-app purchases, so what you see is what you pay.
| Parameter | Engage by BGL | CPS Portfolio |
|---|---|---|
| Price | Free | Free |
| Rating | 3.0 (1 ratings) — better | — |
| Number of ratings | 1 — better | — |
| Update frequency | Every 3 months | — |
| Ads | No | No |
| In-app purchases | No | No |
| Monetization | Free | — |
| Devices | iPhone, iPad | iPhone, iPad |
| Requires iOS | 16.6 | 16.1 — better |
| Further details — not scored | ||
| Size | 1 MB | 20 MB |
| Age rating | 4+ | 4+ |
| Developer | BGL Corporate Solutions Pty Ltd | Complii FinTech Solutions Ltd |
In-app purchases
Engage by BGL
No in-app purchases
CPS Portfolio
No in-app purchases
Questions
Is Engage by BGL free?
Is CPS Portfolio free?
Do Engage by BGL or CPS Portfolio have ads?
Other comparisons
