Enjoy an intuitive and seamless experience with our FREE mobile app. BGL Engage includes all the tools, resources and security you need to review your fund's position with confidence.
Plus, with a dedicated team constantly updating and innovating our app, you’ll always get a mobile experience not found anywhere else.
Access Simple Fund 360 on most smartphones and tablets that use iOS or Android.
Download now from the app store to engage your clients with improved investment reporting and simple & secure member interaction
On your commute to work, holiday or just down at the local café you can now stay up-to-date with BGL Engage. Real-time dashboards that provide a snapshot of your fund's position, so you never miss an opportunity.
BGL Engages enables you to stay on top of your investment strategy. From the App, you will be able to drill into the data and analyse your investment returns which are revalued automatically every day. From here, you can further access the Investment page for more detailed information.
Upload Document via phone
BGL Engage enables you to easily upload documents for your funds form a simple tap on your smartphone.
From the App, you will be tap the icon. From here, you can use your phone's camera to take a photo of a document. once you are happy with your photo, the photo will then be instantly converted into a pdf file and saved into your Simple Fund 360 Documents screen.
Use BGL engage to View Member Contribution and ensure caps are met and not exceeded. From here, users can further access the Contribution page for more detailed information. Users will also be able to view the breakdown for external contributions added (New Feature - available from 26 Feb 2021).
Investment page is newly released in 2020, which gives users detailed information about their investment performance. It shows users the daily rate of return in different investment categories and a breakdown of each individual investment, including rate of return, Income & Gain and Market Value. Users can thus easily track the performance of their investments.
BGL loves to hear your feedback. To access Feedback, select Settings Icon. Then select Feedback and write down your thoughts to help us improve. Once completed, click on Send.
To be able to use BGL Engage, you'll need to check that you have the following:
- A log in to Simple Fund 360. If you do not have a login, please see Inviting a User to be invited to Simple Fund 360.
- Multi-Factor Authentication (MFA) set up for your Simple Fund 360 account. To set up MFA for your Simple Fund 360 account, please refer to our MFA knowledge base article
- The Mobile user role setting enabled for your Simple Fund 360 account. For more information about checking enabled features for your Simple Fund 360 account, please refer to User Roles
Logging in to BGL Engage
- Open the app on your device.
- Enter your Simple Fund 360 log in details
- If required, enter the MFA code from your app
Simple Fund 360 allows you to invite users such as Clients, Employees, Auditors and Advisors. Once a user has access to sign into Simple Fund 360 they will automatically have access to BGL Engage. For more information on how to invite users to Simple Fund 360 Click Here.
You will need to have Multi-Factor Authentication (MFA) enabled to Sign in to BGL Engage.
Multi-Factor Authentication is an extra layer of security in which users will be prompted for their password (the first factor—what they know), and for a security code (the second factor—what they have), making it more difficult for unauthorised people to access your data. For more information on MFA Click Here.
By default, BGL Engage will be switched on for all User Roles in Simple Fund 360. Your firm Administrators will be able to enable or disable this setting from the User Roles screen