by BGL

BGL delivers SMSF administration and corporate compliance management software solutions to businesses in many countries – all through its user-friendly and highly intelligent web applications, combining amazing UX with powerful technology.

As an accountant or SMSF specialist, you’ll be happy to know that when you connect BGL with myprosperity it eliminates double handling of client details and allows you to provide information to clients without their login details. When an SMSF or investment portfolio is linked, all current details on holdings, transactions and balances will be reflected in the myprosperity client portal, and is updated regularly.

All clients can enjoy the integration benefits with BGL, simply link through using the client email address and the integration does the work for you. Unlock powerful data insights with myprosperity and BGL, and maximise client engagement without the extra work.

Login to the myprosperity client portal. From the menu, navigate to Configure – Integrations, and select BGL. Then follow the prompts, it takes just a few seconds to complete the set up. How to set up your BGL Integration