Welcome to the Simple Invest 360 Community!

Welcome to the Simple Invest 360 Community! We’re thrilled you’re here! :raised_hands:

This is your go-to space to connect with other users and discuss all things Simple Invest 360!

What is Simple Invest 360 you ask?

Launched in June 2021, Simple Invest 360 is BGL’s end-to-end wealth portfolio solution for accountants and financial professionals. It keeps track of investments, distributes profits, provides a full set of financials, makes tax return preparation and lodgment easy for trusts, companies and individuals.

Simple Invest 360 integrates with CAS 360 and Simple Fund 360 as well as providing integrated accounting workpapers, digital signing, over 350 data feeds, registry integration and BGL SmartDocs – our industry leading paper to data solution.

Plus, Simple Invest 360 now also supports electronic lodgment of the 2021 Trust Tax Return!

So, what are you waiting for?

Chat with your BGL Account Manager today about simplifying your workflow! :raised_hands:

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Is anyone out there using Simple Invest for company structure? There seems to be a lot more discussion on Trust structure, and now electronic tax return preparation is available as well. I am hoping for BGL to do the same for the company structure.

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Hi Ken, the short answer is YES there are a lot of clients using Simple Invest 360 for company structures.

Watch this space as we are looking to improve the features we have in regards to Companies over the next few months…

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