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.
Opening Balances in 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.
|From the Main Toolbar, navigate to Home.
Select Entity Setup
Enter the details for the entity, then click Create in the bottom-right corner:
A popup window will appear. Select the BGL Entity Setup Service button:
- You can also access the Entity Setup Service via the Entity Details screen:
The BGL Entity Setup Service screen will now display.
Please note that firms outside of the onboarding period (subscribed to Simple Invest 360 for over 6 months) will receive an additional charge:
- Step 1 of the service requires the upload of existing financial documents.
A checklist with details on the documents required is displayed on the right side of the window:
- Step 2 requires selecting preferences for how properties and managed portfolios are entered into the software. If this investment type is not held in the entity, select the third option:
- Step 3 involves selecting the most recent financial year that has been finalised, and adding any additional notes that may assist in setting up the entity:
Once satisfied with the details, select Submit. Clicking submit will:
- Notify BGL's Client Success team of the Entity Setup request.
- Provide the uploaded documents to the Client Success team.
- Give the Client Success team access to this new entity for 30 days.
If any further details are required, the Client Success team will contact you via email.
If any further documents need to be uploaded after clicking submit, you can do so by following the instructions here.
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
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.
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.
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!
Once you have successfully set up your BGL cloud products, your ongoing technical queries can be directed to our BGL Support Team.
|How long does it take to switch to Simple Invest 360 using the Client Success Service?
|Do users need to be logged out of the software while the Client Success Team is working on my job?
|Can BGL send the Welcome email to more than one person?