Starting out
- BGL Entity Setup Service
- Account View
- Analytical Insights
- Badges
- BGL Learning Channel Integration
- BGL SmartDocs
Migrating from Simple Fund
- Consolidation of Chart of Accounts
- 1.2 Additional Information
- Depreciation Schedule will not migrate from Simple Fund to Simple Fund 360.
- Feed Status of Data Services after Migration
- How to Invite the BGL Client Success Team to a Simple Fund 360 License
- Migrate from Simple Fund Desktop to Simple Fund 360
Migrating from other products
- Adopting a Migration Strategy for your Firm
- CGT Health Check Screen
- Class Conversions
- Client View
- Future Period Transaction Review
- Reconciliation Points