Powered by MOMENTUM MEDIA
SMSF adviser logo
Powered by MOMENTUM MEDIA

Software provider adds new data feeds for banks, brokers

news
By mbrownlee
December 11 2018
1 minute read
Ron Lesh
expand image

A major SMSF software provider has released four new data feeds, including two bank feeds and two stockbroking feeds.

In its latest release for Simple Fund 360, BGL has added new feeds for Bank Australia, Macarthur Credit Union, State One Stockbroking and Charter Financial Planning.

BGL has also added foreign currency bank data through its AI-based account code-matching process.

==
==

“The process automatically converts data to Australian dollars, and using AI, allocates the transactions in the ledger,” BGL managing director Ron Lesh said.

BGL has also released a new trust management dashboard for its CAS 360 software.

“The new Trusts Dashboard provides CAS 360 users with the ability to manage all their trusts from one place,” Mr Lesh said.

“This simplifies the process as it means less manual work, greater efficiencies and huge amount of saved time.”

Miranda Brownlee

Miranda Brownlee

Miranda Brownlee is the deputy editor of SMSF Adviser, which is the leading source of news, strategy and educational content for professionals working in the SMSF sector.

Since joining the team in 2014, Miranda has been responsible for breaking some of the biggest superannuation stories in Australia, and has reported extensively on technical strategy and legislative updates.
Miranda also has broad business and financial services reporting experience, having written for titles including Investor Daily, ifa and Accountants Daily.

You can email Miranda on: miranda.brownlee@momentummedia.com.au