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OnboardMe + BGL
Bring contacts, companies, trusts and funds in from BGL CAS 360 and Simple Fund 360, and view shareholdings and trust beneficiaries from the client record.
What syncs
What moves between OnboardMe and BGL.
Clients ⇄ both ways
Contacts, companies, trusts and SMSFs come in from BGL. Optionally create and update contacts (and, in Australia, companies) in BGL.
How it works
How OnboardMe works with BGL.
Step 1
Connect BGL
Sign in with BGL. CAS 360 is included; add Simple Fund 360 if you use it.
Step 2
Pull clients
Contacts and entities come across into OnboardMe.
Step 3
Keep BGL current
Optionally update BGL whenever client details change in OnboardMe.
Setup
Getting connected
Connect by signing in to BGL from OnboardMe.
- Updates to BGL only happen when you switch them on.
- Shareholdings and trust beneficiaries are read live from BGL.
Related
More in Identity and compliance.
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