Financial collaboration platform myprosperity has announced it has completed its integration with BGL’s Simple Fund 360 cloud SMSF solution, enabling a holistic view of a client’s super and non-super assets.
Users of both service providers will benefit from the ability to see their financial position in real-time, on any device, which means client have just one platform provided by their trusted adviser to view everything from their property, SMSF, bank accounts, credit cards and motor vehicles.
Accountants and advisers can seamlessly link their clients’ Simple Fund 360 ledgers and myprosperity accounts within seconds.
“We are passionate about providing a single platform for clients and their trusted adviser to collaborate and manage their entire financial world,” myprosperity chief executive Chris Ridd said today.
“Within the SMSF sector representing over $650 billion in assets, integrating with Simple Fund 360 is an important step for myprosperity to deliver huge benefits to accountants, advisers and their clients.”
BGL managing director Ron Lesh said the firm was excited to add myprosperity as an integration partner to provide their mutual clients with the benefits of live feeds from Simple Fund 360.
“Clients will be able to view their SMSF balances, holdings and transactions within the myprosperity platform, giving them a comprehensive view of their super and non-super assets,” Lesh said.
Myprosperity continues to rapidly grow its number of integration partners to deliver significant benefits to accountants, financial planners and their clients.
The business will also integrate with BGL’s cloud-based Australian Securities and Investments Commission company compliance solution, CAS 360, over the coming months.
