App integration via Karbon — Centralise and streamline client and contact data management between Karbon and three of BGL’s apps.
The two-way integration provides centralised client and contact data across three of BGL’s apps: CAS 360, Simple Fund 360, Simple Invest 360 and Karbon. Any client or contact changes made in one app are synced across all connected platforms.
Keep contact details up-to-date: If a client's address changes in Karbon, BGL’s apps are automatically updated. CAS 360 will also prompt users to prepare the required ASIC change forms.
Only create new contacts once: When a client is added in Karbon, the record appears on BGL’s client list screen and with one click, the data is synced to BGL’s apps.
Track client data changes: BGL’s client list screen provides streamlined management of synced data, allowing you to to search and filter clients and contacts, track change history and more.
About BGL
With 35+ years of experience and ISO 27001 certification, BGL Corporate Solutions delivers innovative, multi-award winning company compliance, self-managed superannuation fund, investment management, identity verification and Al powered paper-to-data software solutions to 12,700+ businesses maintaining 1.5 million+ entities worldwide.
