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Showing 1 - 5 of 5 results for "Xero Practice Manager"

BGL enhances life insurance solution

KARREN VERGARA  |  MONDAY, 6 NOV 2017
... and advisers a two-way data feed from BT Panorama to Simple Fund 360. Simple Fund 360 also integrated with Xero Practice Manager in September to enable changes to client details to feed through automatically across both systems.

BGL integrates with Xero for single database

EMMA RAPAPORT  |  TUESDAY, 12 SEP 2017
... will see their compliance workloads reduced following the integration of Simple Fund 360 and CAS 360 with Xero Practice Manager. The two-way integration upgrade will ensure that changes made to a client's details in Xero Practice Manager will automatically ...

New SMSFs slowing as boomers retire

ALEX BURKE  |  MONDAY, 7 SEP 2015
... error-checking and validation, and can link itself to Macquarie and CBA cash accounts, Class Super, BGL 360 and Xero Practice Manager. BMR senior consultant Mark Ratcliff noted that traditionally the preparation of super fund documents can take up to ...

BMR debuts 15-minute SMSF

ALEX BURKE  |  WEDNESDAY, 26 AUG 2015
... error-checking and validation, and can link itself to Macquarie and CBA cash accounts, Class Super, BGL 360 and Xero Practice Manager. "After four years of continuous development, we are proud to launch the 15 minute SMSF. In starting BMR, my goal was ...

BMR integrates Xero SMSF practice management software

ALEX BURKE  |  WEDNESDAY, 4 FEB 2015
... This software will enable users setting up new SMSFs to rapidly synchronise fund details online into the Xero Practice Manager system. This complements BMR's other recent software integrations which include automated ABN and TFN applications, online ...
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