Getting Started with Simple Fund 360 for Trustees

Welcome to Simple Fund 360! Get ready to dive into Simple Fund 360. Here's how to get up and running.

Your Simple Fund 360 help resources

We understand that jumping into new software can be a daunting task for some. But the team at BGL has your back. As new members of our BGL family, we will be there to provide you with as much support as possible to help you get the most out of your Simple Fund 360. From our Client Success team aiding you with getting your fund data uploaded onto the system to our support team helping you answer any software and ATO-related queries, we have you covered. Below you will find a range of help resources to get you ready for your Simple Fund 360 experience.

Features and settings to get you up and running

The following articles and videos will help you set up the game-changing features that Simple Fund 360 has to offer. From implementing a range of automation features that make account processing a breeze to activating digital signing, you'll find all the help you need below.