myprosperity and BGL announce integration to provide real time access to a client’s entire financial world

myprosperity, the market leading financial collaboration platform for accountants and advisers, is proud to announce it has completed integration with BGL’s Simple Fund 360, the market leading cloud SMSF solution, to provide a holistic view of a client’s financial world.

 

myprosperity and BGL Simple Fund 360 clients will now benefit from the ability to see their entire financial world in real time and on any device. This means clients have just one platform, provided by their trusted adviser, to view everything from their property, motor vehicles, bank accounts, credit cards and their SMSF.

 

Accountants and advisers can seamlessly link their client’s Simple Fund 360 ledgers and myprosperity accounts within seconds harnessing the power of the cloud.

 

Chris Ridd, CEO of myprosperity explains, “we are passionate about providing a single platform for clients and their trusted adviser to collaborate and manage their entire financial world. With 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.”

 

Ron Lesh, BGL’s Managing Director said, “we are excited to add myprosperity as an integration partner to provide our mutual clients with the benefit of live feeds from our cloud based Simple Fund 360 product. 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.”

 

myprosperity continues to rapidly grow its number of integration partners, delivering significant benefits to accountants, planners and their clients. Between 29 May 2017 and 16 June 2017, myprosperity undertook its first national roadshow, visiting 12 cities and engaging with more than 1,100 existing and potential accounting, financial planning and bookkeeping partners.

 

Myprosperity will add intergration with BGL’s cloud based ASIC company compliance solution, CAS 360, over the coming months.

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