BMR Corporate Solutions has successfully integrated with BGL Simple Fund 360.
The latest development provides Simple Fund 360 clients with secure access to their SMSF clients’ details through the BMR system and also allows them to prepopulate eight separate SMSF documents, including trust deed updates, pension applications, binding death nominations and investment strategies.
“This is another time-saving initiative from BMR and we are proud to be working with the BGL team,” BMR senior consultant Mark Ratcliff said today.
BGL managing director Ron Lesh said: “This latest integration from BMR is another great example of a partner using the Simple Fund 360’s API (application programming interface) to build an innovative and secure solution that streamlines workflow.
“The ability to pre-fill forms with Simple Fund 360 data will drive significant efficiency gains and an enhanced user experience for mutual clients.”