Engage by BGL vs StockLenz

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.

StockLenz: Quant-Driven Stock Screening for Active Investors Discover, evaluate, and track global investment opportunities with StockLenz, a quant- driven stock screener designed for investors who want to filter markets by performance, risk, and expected return—not just price history. Developed by LENSELL, a leader in research-driven investment technology, StockLenz delivers institutional-grade analytics to your mobile device. Whether you’re a systematic DIY allocator or a global diversifier, StockLenz helps you identify high-potential investments faster using transparent, quantitative metrics and advanced filters. SEARCH. SELECT. SAVE. Stop scrolling endlessly through tickers. Use advanced quant filters to find investments that align with your risk profile and return objectives. Key Features • Quant-Driven Discovery: Beyond traditional P/E ratios. Filter stocks using performance indicators such as Expected Returns (Historical & CAPM), Sharpe Ratio, Beta, Alpha, Volatility, and CAGR. Risk Management: Target investments with downside protection using metrics like 3- Year Maximum Drawdown (MDD). • Global Market Access: Screen opportunities across major exchanges, including ASX, NYSE, NASDAQ, BSE, NSE, LSE, DFM, HKEX, Indian Mutual Funds (more markets coming). • Portfolio Ecosystem: Save your selections and seamlessly connect to Diversiview, LENSELL’s flagship analytics platform, for portfolio analysis optimisation using the Dual- Objective Optimisation Approach (DOOA) and the Efficient Frontier Theory. Start for Free – No Sign-Up Required Download StockLenz and get immediate access to: • Screen one market, one industry, and one performance metric—explore how our quant engine works before upgrading • Access industry and performance filters to test StockLenz’s analytical power • Save up to 5 favourites to track your top investments Upgrade to Premium Unlock the full power of StockLenz and take your investing to the next level: • Unlimited Global Access: Diversify your search across all supported markets instantly • Advanced Filtering: Apply all industry and quantitative performance metrics simultaneously for precise screening • Portfolio Analytics: Save unlimited favourites, create multiple portfolios, and connect seamlessly to Diversiview for in-depth portfolio optimisation • Enhanced Insights: Access the full suite of quant indicators, industry filters, and market coverage to make smarter, faster investment decisions. Transparent & Educational StockLenz empowers you with clear, understandable data. All metrics include definitions to help you interpret the results—providing the analytics while you make the decisions. Note: StockLenz is intended for educational and research purposes only and does not provide personal financial advice. Make sure you do your own research and/or speak with a financial advisor before making any investment decisions. StockLenz Premium does not include access to paid features in Diversiview.