Case Studies
Creating a profitable advice business without an AFSL
Accountants who use BGL’s Simple Fund 360 have an exclusive new tool up their sleeve that improves compliance, financial outcomes and firm revenue: The SMSF
Accountants who use BGL’s Simple Fund 360 have an exclusive new tool up their sleeve that improves compliance, financial outcomes and firm revenue: The SMSF
Fiduciary is an Australian Fintech and owner of accountantsGPS and moneyGPS—SaaS products that provide affordable, compliant digital advice and SMSF services, to Australians through; Institutions, Accountants, Financial Advisers, Superfunds and Employers.
Designed by finance industry stalwarts George Haramis and Drew Fenton and created by a team of tech heads, it combines all the brilliant parts of the financial services world in a simplified, user-friendly way.
accountantsGPS integrates with BGL’s API extracting data from BGL’s Simple Fund 360 SMSF administration software to produce a digital SMSF Check-Up report.
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