Automated SMSF transfer feature added to Simple Fund 360

BGL has released a new feature for Simple Fund 360, allowing for the automated transfer of SMSFs between clients.

BGL Managing Director Ron Lesh said that this was the number one feature requested by clients.

“In the past, BGL had to handle this process much of which involved manual loading of files and data input,” he said.

With the update Simple Fund 360 can transfer SMSF data from one subscription to another with “a few mouse clicks”, according to the company.

“The new feature helps not only users who have a client moving from another firm to another, but also firms merging or splitting,” said Lesh.

“This industry first automated fund transfer process will save users hundreds of hours each year.”

“I’m glad to see the Team are keep constantly adding value to our software solutions and being pioneers in what we do”.

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