The Bank Data Pack is the most efficient way of obtaining bank data for Simple Fund 360 through automated data feeds. You have the ability to fully automate the flow of bank data from all major banks directly into Simple Fund 360 for a fixed annual fee.
No more waiting for customers to find their bank statements and scan or fax them to you. Reliable data from trusted sources enables you to make smarter decisions and reduce manual data entry!
BGL has introduced this add-on to provide the following benefits for users:
- A reduction in manual data entry
- Increased accuracy in transaction matching
- Improvements in workflow and productivity
- Proactive compliance and tax planning opportunities.
Currently, there are two services available for users subscribed to The Bank Data Pack.
If you have not already subscribed to The Bank Data Pack, please contact BGL Sales on 1300 654 401 for more information.
The Bank Data Pack is priced at $44pa (including GST), per fund, per annum. There are no additional monthly access fees. The service is sold at a minimum of 5 funds. Afterwards, it can be upgraded in single funds.