| 开发人员: | BGL Corporate Solutions Pty Ltd (2) | ||
| 价格: | 免费 | ||
| 排名: | 0 | ||
| 评价: | 0 我要评价 | ||
| 列表: | 0 + 0 | ||
| 积分: | 0 + 0 ¡ | ||
| App Store | |||
说明
Benefits
Improve communication with your SMSF clients.
Simplify and remove pain points wtih client queries.
Help educate and improve SMSF Engagement.
Improve client retention and differentiate your service.
Core Features include:
Track Investments, Respond to Queries, View Member Contribution, and Pension Data.
Dashboards
Stay on top of your investment strategy. Drill into the data and investment allocation revalued automatically every day.
Pensions
Improve compliance and avoid costly mistakes with our simple to digest visual pension dashboards.
Member Allocation
Check your combined member balances and minimums for all account-based pensions.
Contributions
Track your contributions limits and ensure your clients are maximizing their tax concessions.
Trustee Query
Have your clients or adviser respond to unknown transactions with simple drop-down choices or take photos of documents.
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价格
- 今天: 免费
- 最小值: 免费
- 最大值: 免费
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开发人员
- BGL Corporate Solutions Pty Ltd
- 平台: iOS 应用 (2)
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其他信息
https://www.bglcorp.com/engage-by-bgl/Engage by BGL 短网址: 已复制!- 🌟 分享
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