Solution introduction
Investment Portfolio Software
Intelligent, cloud-based software to streamline CGT and Trust compliance management and administration
Empowering accounting professionals
Go beyond manual data entry. Grow your trust investment and portfolio management business with Simple Invest 360!
Leveraging the powerful, award-winning technology of our SMSF administration solution, Simple Fund 360, together with an ecosystem of 300+ automated data feeds, Simple Invest 360 provides robust CGT record-keeping, trust portfolio financial reporting and smart artificial intelligence powered categorisation and data capture.
Feeds and ecosystems
Connect with 300+ Ecosystem partners and data feeds including banks, brokers, registries, document providers and more!
Artificial Intelligence
Work smarter, faster and with more accuracy with Machine Learning powered smart transaction matching and review technology.
Digital signing
Streamline your trust declarations and minutes and have them digitally signed using Adobe Sign or DocuSign. Export to Adobe PDF, MS Word and MS Excel.
BGL Smart Docs
Quickly turn your Investment paperwork into usable, digital data with our AI-powered document reader, BGL Smart Docs!
Full BGL suite integration
Have all your contacts and address details shared between Simple Fund 360, Simple Invest 360, CAS 360 and Xero Practice Manager.
