How do I switch from a Third Party to Simple Invest 360? – Simple Invest 360

Making the switch from a third party to Simple Invest 360 can seem daunting at first, but BGL has come up with a solution for clients to consider when managing this project.

Clients can engage with our specialist Client Success Team to help make the switch with you.

Switching from a Third Party to Simple Invest 360

When you have completed the purchase of your Simple Invest 360, the nominated Account Owner of the license will receive a 'Welcome' email that will ask you to log in, nominate a password and set up multi-factor authentication to access your new platform.

For further information on this process, please refer below:

Select Set Password from the 'Welcome' email.

Following this, a new tab will open on your web browser that will request you to nominate a password. Please do so using a unique set of characters and letters that you will remember.

The system will then prompt you to set up multi-factor authentication. Please click here for how to complete this process.

You should then have access to your Simple Invest 360 and begin inviting other users into the system as you see fit. For further information on how to do so, please click here.

For security reasons and to ensure that the entity conversions are being processed correctly, please add the basic entity shell to Simple Invest 360 - This can be completed through the Entity Setup screen in Simple Invest 360.

Please repeat this step if there are multiple entities being converted.

In order for Client Success to commence the migration of your data, you will then be required to invite the team into your Simple Invest 360. Please refer to the below steps for how to do so:

Once logged into Simple Invest 360, select the App Switcher on the top right of the screen.
Select Users.
A new screen will load, select the Admin tab on the left-hand side bar . Following this, select Token Management.
The Token Management screen will load. Select Share with BGL Success.

The team will require financial reports that comply with the Opening Balance Data Conversion Checklist. They will make contact with you and walk you through how to obtain these documents.

This report pack will need to be sent via a secure Dropbox link that the team will provide to you.
The team will enter in opening balances, including investment history (if provided)

While you wait for the job to be completed by the team, BGL highly recommends taking the time to view the below resources to become familiar with the basic functions of your new product.

Fundamental Webinars/Articles

For post-conversion best practice, we recommend going through the Simple Invest 360 Post Onboarding Checklist.

Have Questions? Check Out Our Resources!

When you are ready to purchase or you would like an upgrade, please contact the Sales and Account Management Team.

Phone: 1300 654 401
Email: sales@bglcorp.com.au

Alternatively, users have the option to log in to the newly implemented MyBGL function to make purchases. Please see the following links for assistance with using MyBGL.

	Whilst moving your data to BGL Cloud products, you are welcome to contact our Client Success Team for all of your migration and conversion needs. Phone: 1300 654 401 Email: Respond to your onboarding ticket confirmation email OR success@bglcorp.com.au
	Should you have any questions regarding our add-on Data Services products (Bank Data, Share Data, Wraps and Platforms), please contact our Data Services Team. Phone: 1300 654 401 Email: bankfeeds@bglcorp.com.au

	We recommend having all users in your firm partake in our free of charge (self-paced) online education program, the BGL Learning Channel. It is also recommended to include this in your induction process for all new employees to your firm. You will have the ability to monitor and review progress for management purposes.
	The Simple Invest 360 Knowledge Centre contains up to date "How to" articles for every process in Simple Invest 360. Simply search keywords of the process you are looking for and off you go.
	Once you are up to speed on the basic workings of your BGL cloud solution, you can keep up to date with new features by viewing our recorded webinars or registering for the live sessions.
	Keep your finger on the pulse. Chat with like-minded BGL clients. Be informed regularly about updates to your software. Know which events BGL will be attending and so much more by registering with our BGL Community at no cost.
	Keep in touch with us via our social media platforms! Facebook Twitter Linkedin

Once you have successfully set up your BGL cloud products, your ongoing technical queries can be directed to our BGL Support Team.

Submit a Ticket in Simple Invest 360
Live Chat in Simple Invest 360

Phone: 1300 654 401
Email: support@bglcorp.com.au

How long does it take to switch to Simple Invest 360 using the Client Success Service?

Each job differs based on requirements and workload. When you request assistance with the team, they will make contact with you to assess timeframes and advise accordingly.

Do users need to be logged out of the software while the Client Success Team is working on my job?

As this is cloud-based software, you can have unlimited users on the platform at any given time. Users do not need to be logged out of the software whilst the project is in process.
- Please Note: We do recommend that users do not work on entities currently being reviewed by the Client Success Team.

Can BGL send the Welcome email to more than one person?

The initial Welcome email will be sent to the nominated contact (provided at the point of purchase to BGL) and once this account has been set up on the software, this contact will then need to invite users into the platform. This is to ensure we are adhering to security measures.

Switching from a Third Party to Simple Invest 360

Have Questions? Check Out Our Resources!

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