Website: https://bglcorp.com/

Affiliation: Partner

Description: BGL is a leading provider of compliance management and corporate solutions in Australia, offering powerful software tools for SMSF administration, corporate compliance, and investment portfolio management. Its cloud-based platforms, such as Simple Fund 360 and CAS 360, streamline regulatory processes for accountants, financial advisers, and administrators, enabling efficient and accurate reporting through seamless integrations and automation.

Import Your Portfolio from BGL

1. Access the Portfolio Entry Section:

  • From your Diversiview dashboard, select the BGL logo in the “Import From Your Platform/Broker” section. If choosing this method, skip to step 3.
  • Please note: 2FA must be enabled to import your BGL portfolio. To learn how to enable 2FA, click here.
Getting started with Diversiview import your portfolio from BGL.

Or

  • From your Diversiview dashboard, locate and click New portfolio button in Diversiview on the top right-hand corner of the webpage. This will take you to the New Portfolio page.
Create a new portfolio to analyse and optimise in Diversiview.

2. Link BGL:

  • Select the “Import from a Platform” tab and click Link BGL button.
Getting started with Diversiview link BGL.

3. Connect your BGL Account:

  • After you’ve selected BGL, you’ll be redirected to their login page. Simply fill in your BGL account details and click “Sign In”.
  • Next, you’ll see a confirmation window. Go ahead and click “Authorise” to connect your account.
Login to your BGL account to analyze and optimize your portfolio in Diversiview.

4. Import Your Portfolio:

  • Your BGL account is now connected. In the new drop-down menu, choose the account you wish to import. Click on the green ‘Load Investments’ button, and your securities with their weightings will be automatically populated.
  • You can analyse portfolios of up to 25 investments for 5 credit points or you can analyse larger portfolios (maximum 40 investments) for 10 credit points.
Import your BGL investments in Diversiview to analyze and optimize.

5. Adding Another Broker (Optional):

  • Under the drop-down menu where you select your account, click on ‘Revoke Access to BGL’. Revoking access ensures a clean slate for adding a new brokerage. Once access is revoked, simply repeat the process from Step 3 with a different brokerage.

6. Analyse Your Portfolio:

  • After importing your portfolio, click the blue “Analyse Portfolio” button. You will be redirected back to your dashboard whilst Diversiview analyses your portfolio.
Getting started with Diversiview analyse your portfolio imported from BGL.

7. View Your BGL Analysis Report:

  • Within a few minutes, your BGL portfolio analysis report will be ready for viewing on your Diversiview dashboard. This report offers valuable insights into your portfolio’s asset allocation, risk profile, and potential areas for improvement.
Getting started with Diversiview review your Portfolio Analysis Report.

By following these steps and exploring the additional resources provided, you’ll be well on your way to making informed investment decisions.

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