Engage by BGL vs CPS Portfolio

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.

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.