BGL Simple Fund 360 Integration | Voters

BGL Simple Fund 360 Integration

complete

Chris Phillips

I'd like to be able to use BGL Simple Fund 360 Trustee as my SMSF administration platform and pearler as a supported broker under The Share Data Pack (BGL Contract Note Service)

July 23, 2021

Hayden Smith

marked this post as

complete

Chris Phillips

I've requested BGL provide support to automatically process pearler contract notes forwarded via email to the BGL Contract Note Service. BGL have agreed and will notify me when this is available. I'll place a comment back here when it's available.

Chris Phillips

BGL notified me today that they have added the broker Pearler Investments into Simple Fund 360.

Refer here: https://sf360.zendesk.com/hc/en-au/articles/360017767951-Supported-Brokers