2023

Artificial Intelligence / Machine Learning Solution

Entrant

Company - BGL Corporate Solutions Pty Ltd

Category

Business Technology Solutions - Artificial Intelligence / Machine Learning Solution

Client's Name

Smart Post / Smart Docs

Country / Region

Australia

In June 2021, BGL launched its world-first end-to-end portfolio management solution, Simple Invest 360. Simple Invest 360 now supports 500+ firms, managing 3,000+ entities.

Simple Invest 360 is an end-to-end investment portfolio management solution for companies, individuals, partnerships and trusts. With powerful automation and AI-powered technologies, Simple Invest 360 keeps track of investments and income, providing a complete set of financial statements with automated preparation and electronic lodgment tax returns with the ATO. Simple Invest 360 also provides integrated accounting workpapers, digital signing, 350+ data feeds, registry integration and BGL SmartDocs.

Credits

Founder and Managing Director
Ron Lesh
Head of Simple Fund 360
Jeevan Tokhi
Simple Invest 360 Product Manager
Andrew Paszko
Head of Development
James Luo
 
2023
Business of the Year: Innovation Refunds
Company & Organization

Entrant

Golin

Category

Company & Organization - Financial Services

Country / Region

United States

 
2023
PR Agency of the Year - 10 to 1 Public Relations
PR & Communications

Entrant

10 to 1 Public Relations

Category

PR & Communications - PR Agency of the Year

Country / Region

United States

 
2023
BrickStor Security Platform
Information Technology

Entrant

RackTop Systems

Category

Information Technology - Information Technology / Other:___

Country / Region

United States

 
2023
Customer Service of the Year: Innovation Refunds
Customer Service

Entrant

Golin

Category

Customer Service - Best Customer Satisfaction Strategy

Country / Region

United States