Starting out
- Smart Matching
- Getting Started with Simple Fund 360
- SmartDocs by BGL
- How to Add a New Member
- Quick Data Entry - Investment History
- Entries to the suspense account range detected in the current financial year
- Sign in with Xero
- Sign in with Google
- Multi-Factor Authentication (MFA)
- How do I switch to Simple Fund 360?
- How do I switch from Simple Fund Desktop to Simple Fund 360?
- How do I switch from a Third Party to Simple Fund 360?
- Simple Fund 360 Search
- Account View
- Opening Balance
- Entering historical contributions when entering opening balances.
- Fast Spreadsheet Data Entry (Cash Code)
- BGL Learning Channel Integration
- Upgrade Firm Subscription - Add funds, bank data and share data to your firm subscription
- Log a Support Call
- Mobile App: Welcome to BGL Engage
- SF360 Wishlist and Feature Requests
- Feedback
- Analytical Insights
- How to Create a Global Report
- Entity Workflow
- Client Query
- Badges
- Fund Labels
- Practical tips to increase your productivity