{"id":652,"date":"2025-06-18T03:34:25","date_gmt":"2025-06-18T03:34:25","guid":{"rendered":"https:\/\/diversiview.online\/partner-directory\/?p=652"},"modified":"2025-06-20T01:34:05","modified_gmt":"2025-06-20T01:34:05","slug":"bgl","status":"publish","type":"post","link":"https:\/\/diversiview.online\/partner-directory\/bgl\/","title":{"rendered":"BGL"},"content":{"rendered":"\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-1 wp-block-columns-is-layout-flex\" style=\"margin-top:0;margin-bottom:0;padding-top:0;padding-right:0;padding-bottom:0;padding-left:0\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:33.33%\">\n<figure class=\"wp-block-image alignwide size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"512\" height=\"512\" src=\"https:\/\/diversiview.online\/partner-directory\/wp-content\/uploads\/2025\/05\/BGL-logo.png\" alt=\"\" class=\"wp-image-654\" srcset=\"https:\/\/diversiview.online\/partner-directory\/wp-content\/uploads\/2025\/05\/BGL-logo.png 512w, https:\/\/diversiview.online\/partner-directory\/wp-content\/uploads\/2025\/05\/BGL-logo-300x300.png 300w, https:\/\/diversiview.online\/partner-directory\/wp-content\/uploads\/2025\/05\/BGL-logo-150x150.png 150w\" sizes=\"auto, (max-width: 512px) 100vw, 512px\" \/><\/figure>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:66.66%\">\n<p class=\"has-black-color has-text-color has-link-color wp-elements-e9a14c585b906fe8ca82b204b3219fda\" style=\"padding-right:var(--wp--preset--spacing--70);padding-left:var(--wp--preset--spacing--70)\"><strong>Website<\/strong>: <a href=\"https:\/\/bglcorp.com\/\">https:\/\/bglcorp.com\/<\/a><\/p>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-20dfcc12b85f439ff7aed6226d04a1b3\" style=\"padding-right:var(--wp--preset--spacing--70);padding-left:var(--wp--preset--spacing--70)\"><strong>Affiliation<\/strong>: Partner<\/p>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-0f4355c1e18ad336a65ebbee236e5e34\" style=\"padding-right:var(--wp--preset--spacing--70);padding-left:var(--wp--preset--spacing--70)\"><strong>Description<\/strong>: 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.<\/p>\n<\/div>\n<\/div>\n\n\n\n<h1 class=\"wp-block-heading has-black-color has-text-color has-link-color has-large-font-size wp-elements-a4918b1667679ca1977d4961dfdccb79\" style=\"font-style:normal;font-weight:400\">Import Your Portfolio from BGL<\/h1>\n\n\n\n<h2 class=\"wp-block-heading has-ast-global-color-0-color has-text-color has-link-color wp-elements-e0d2804314835252802891c22d8f2b9a\" style=\"font-size:25px\">1. Access the Portfolio Entry Section:<\/h2>\n\n\n\n<ul class=\"wp-block-list has-ast-global-color-8-color has-text-color has-link-color wp-elements-c41effc0758f8c09cf3bb5d4bbc7f053\">\n<li>From your Diversiview dashboard, select the BGL logo in the \u201cImport From Your Platform\/Broker\u201d section. If choosing this method, skip to step 3.<\/li>\n\n\n\n<li><strong>Please note: <\/strong>2FA must be enabled to import your BGL portfolio. To learn how to enable 2FA, <a href=\"https:\/\/diversiview.online\/help\/changing-your-password\/\" target=\"_blank\" rel=\"noreferrer noopener\">click here<\/a>.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/diversiview.online\/partner-directory\/wp-content\/uploads\/2025\/06\/Diversiview-Help-Getting-Started-24-1024x576.png\" alt=\"Getting started with Diversiview import your portfolio from BGL.\" class=\"wp-image-671\" style=\"width:701px\" srcset=\"https:\/\/diversiview.online\/partner-directory\/wp-content\/uploads\/2025\/06\/Diversiview-Help-Getting-Started-24-1024x576.png 1024w, https:\/\/diversiview.online\/partner-directory\/wp-content\/uploads\/2025\/06\/Diversiview-Help-Getting-Started-24-300x169.png 300w, https:\/\/diversiview.online\/partner-directory\/wp-content\/uploads\/2025\/06\/Diversiview-Help-Getting-Started-24-768x432.png 768w, https:\/\/diversiview.online\/partner-directory\/wp-content\/uploads\/2025\/06\/Diversiview-Help-Getting-Started-24.png 1366w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<div style=\"height:1px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-text-align-center has-ast-global-color-8-color has-text-color has-link-color wp-elements-73dfe9f2ad199abf44de6bf7523ab0c6\">Or<\/p>\n\n\n\n<ul class=\"wp-block-list has-ast-global-color-8-color has-text-color has-link-color wp-elements-f5bd80cb0b0b07f7fb7a7484e2beea80\">\n<li>From your Diversiview dashboard, locate and click <img loading=\"lazy\" decoding=\"async\" width=\"120\" height=\"37\" class=\"wp-image-506\" style=\"width: 120px;\" src=\"https:\/\/diversiview.online\/partner-directory\/wp-content\/uploads\/2024\/08\/New-Portfolio-button-in-Diversiview.png\" alt=\"New portfolio button in Diversiview\"> on the top right-hand corner of the webpage. This will take you to the New Portfolio page.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1366\" height=\"768\" src=\"https:\/\/diversiview.online\/partner-directory\/wp-content\/uploads\/2024\/08\/Create-a-new-portfolio-to-analyse-and-optimise-in-Diversiview.png\" alt=\"Create a new portfolio to analyse and optimise in Diversiview.\" class=\"wp-image-508\" style=\"width:700px\" srcset=\"https:\/\/diversiview.online\/partner-directory\/wp-content\/uploads\/2024\/08\/Create-a-new-portfolio-to-analyse-and-optimise-in-Diversiview.png 1366w, https:\/\/diversiview.online\/partner-directory\/wp-content\/uploads\/2024\/08\/Create-a-new-portfolio-to-analyse-and-optimise-in-Diversiview-300x169.png 300w, https:\/\/diversiview.online\/partner-directory\/wp-content\/uploads\/2024\/08\/Create-a-new-portfolio-to-analyse-and-optimise-in-Diversiview-1024x576.png 1024w, https:\/\/diversiview.online\/partner-directory\/wp-content\/uploads\/2024\/08\/Create-a-new-portfolio-to-analyse-and-optimise-in-Diversiview-768x432.png 768w\" sizes=\"auto, (max-width: 1366px) 100vw, 1366px\" \/><\/figure>\n\n\n\n<div style=\"height:21px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading has-ast-global-color-0-color has-text-color has-link-color wp-elements-56dbed0fb7d1a27e4be04c703324acf7\" style=\"font-size:25px\"><strong>2. Link BGL:<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list has-ast-global-color-8-color has-text-color has-link-color wp-elements-86b861a6f4a3277f5f68ef6b0712347e\">\n<li>Select the &#8220;Import from a Platform&#8221; tab and click <img loading=\"lazy\" decoding=\"async\" width=\"110\" height=\"30\" class=\"wp-image-681\" style=\"width: 110px;\" src=\"https:\/\/diversiview.online\/partner-directory\/wp-content\/uploads\/2025\/06\/Link-BGL-button-1.png\" alt=\"Link BGL button\">.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/diversiview.online\/partner-directory\/wp-content\/uploads\/2025\/06\/Diversiview-Help-Getting-Started-31-1024x576.png\" alt=\"Getting started with Diversiview link BGL.\" class=\"wp-image-680\" style=\"width:700px\" srcset=\"https:\/\/diversiview.online\/partner-directory\/wp-content\/uploads\/2025\/06\/Diversiview-Help-Getting-Started-31-1024x576.png 1024w, https:\/\/diversiview.online\/partner-directory\/wp-content\/uploads\/2025\/06\/Diversiview-Help-Getting-Started-31-300x169.png 300w, https:\/\/diversiview.online\/partner-directory\/wp-content\/uploads\/2025\/06\/Diversiview-Help-Getting-Started-31-768x432.png 768w, https:\/\/diversiview.online\/partner-directory\/wp-content\/uploads\/2025\/06\/Diversiview-Help-Getting-Started-31.png 1366w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<div style=\"height:21px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading has-ast-global-color-0-color has-text-color has-link-color wp-elements-ff8305f04e008f698fd94af65a27dc3c\" style=\"font-size:25px\"><strong>3. Connect your BGL Account:<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list has-ast-global-color-8-color has-text-color has-link-color wp-elements-176529f8372e11f1e68f94d42f34cc40\">\n<li>After you&#8217;ve selected BGL, you&#8217;ll be redirected to their login page. Simply fill in your BGL account details and click &#8220;Sign In&#8221;.<\/li>\n\n\n\n<li>Next, you&#8217;ll see a confirmation window. Go ahead and click &#8220;Authorise&#8221; to connect your account.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/diversiview.online\/partner-directory\/wp-content\/uploads\/2025\/06\/Diversiview-Help-Getting-Started-32-1024x576.png\" alt=\"Login to your BGL account to analyze and optimize your portfolio in Diversiview.\" class=\"wp-image-683\" style=\"width:700px\" srcset=\"https:\/\/diversiview.online\/partner-directory\/wp-content\/uploads\/2025\/06\/Diversiview-Help-Getting-Started-32-1024x576.png 1024w, https:\/\/diversiview.online\/partner-directory\/wp-content\/uploads\/2025\/06\/Diversiview-Help-Getting-Started-32-300x169.png 300w, https:\/\/diversiview.online\/partner-directory\/wp-content\/uploads\/2025\/06\/Diversiview-Help-Getting-Started-32-768x432.png 768w, https:\/\/diversiview.online\/partner-directory\/wp-content\/uploads\/2025\/06\/Diversiview-Help-Getting-Started-32.png 1366w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<div style=\"height:21px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading has-ast-global-color-0-color has-text-color has-link-color wp-elements-25a0df440a9427b91c45ef002901b46e\" style=\"font-size:25px\"><strong>4. Import Your Portfolio:<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list has-ast-global-color-8-color has-text-color has-link-color wp-elements-6270f26bcdc8cc9a2ec3df02cbf135b5\">\n<li>Your BGL account is now connected. In the new drop-down menu, choose the account you wish to import. Click on the green \u2018Load Investments\u2019 button, and your securities with their weightings will be automatically populated.<\/li>\n\n\n\n<li>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.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/diversiview.online\/partner-directory\/wp-content\/uploads\/2025\/06\/Diversiview-Help-Getting-Started-33-1024x576.png\" alt=\"Import your BGL investments in Diversiview to analyze and optimize.\" class=\"wp-image-684\" style=\"width:700px\" srcset=\"https:\/\/diversiview.online\/partner-directory\/wp-content\/uploads\/2025\/06\/Diversiview-Help-Getting-Started-33-1024x576.png 1024w, https:\/\/diversiview.online\/partner-directory\/wp-content\/uploads\/2025\/06\/Diversiview-Help-Getting-Started-33-300x169.png 300w, https:\/\/diversiview.online\/partner-directory\/wp-content\/uploads\/2025\/06\/Diversiview-Help-Getting-Started-33-768x432.png 768w, https:\/\/diversiview.online\/partner-directory\/wp-content\/uploads\/2025\/06\/Diversiview-Help-Getting-Started-33.png 1366w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<div style=\"height:21px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading has-ast-global-color-0-color has-text-color has-link-color wp-elements-e7606c10a5b05bfee20c275126397a38\" style=\"font-size:25px\"><strong>5. Adding Another Broker (Optional):<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list has-ast-global-color-8-color has-text-color has-link-color wp-elements-ea9f18cb20b0565b868d1cc1cdfec562\">\n<li>Under the drop-down menu where you select your account, click on &#8216;Revoke Access to BGL&#8217;. 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.<\/li>\n<\/ul>\n\n\n\n<div style=\"height:21px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading has-ast-global-color-0-color has-text-color has-link-color wp-elements-b2a78d91a1f3bbde5cc0b089d003e19d\" style=\"font-size:25px\"><strong>6. Analyse Your Portfolio:<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list has-ast-global-color-8-color has-text-color has-link-color wp-elements-8cea463257a3122b78020eca1f1186fd\">\n<li>After importing your portfolio, click the blue &#8220;Analyse Portfolio&#8221; button. You will be redirected back to your dashboard whilst Diversiview analyses your portfolio.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/diversiview.online\/partner-directory\/wp-content\/uploads\/2025\/06\/Diversiview-Help-Getting-Started-34-1024x576.png\" alt=\"Getting started with Diversiview analyse your portfolio imported from BGL.\" class=\"wp-image-685\" style=\"width:700px\" srcset=\"https:\/\/diversiview.online\/partner-directory\/wp-content\/uploads\/2025\/06\/Diversiview-Help-Getting-Started-34-1024x576.png 1024w, https:\/\/diversiview.online\/partner-directory\/wp-content\/uploads\/2025\/06\/Diversiview-Help-Getting-Started-34-300x169.png 300w, https:\/\/diversiview.online\/partner-directory\/wp-content\/uploads\/2025\/06\/Diversiview-Help-Getting-Started-34-768x432.png 768w, https:\/\/diversiview.online\/partner-directory\/wp-content\/uploads\/2025\/06\/Diversiview-Help-Getting-Started-34.png 1366w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<div style=\"height:21px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading has-ast-global-color-0-color has-text-color has-link-color wp-elements-bfe808d20b7c0000fca58052c2e951b5\" style=\"font-size:25px\"><strong>7. View Your BGL Analysis Report:<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list has-ast-global-color-8-color has-text-color has-link-color wp-elements-72866f0229643a2b019fc1db5f88b897\">\n<li>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&#8217;s asset allocation, risk profile, and potential areas for improvement.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large is-resized\"><img decoding=\"async\" src=\"https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/05\/23-1024x576.png\" alt=\"Getting started with Diversiview review your Portfolio Analysis Report.\" class=\"wp-image-66\" style=\"width:700px\"\/><\/figure>\n\n\n\n<div style=\"height:21px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-ast-global-color-8-color has-text-color has-link-color wp-elements-f222ecd9adc1e94f88dad10e07cfb3fc\">By following these steps and exploring the additional resources provided, you&#8217;ll be well on your way to making informed investment decisions.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Website: https:\/\/bglcorp.com\/ Affiliation: Partner Description: BGL is a leading provider of compliance management and corporate solutions in Australia, offering powerful [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_seopress_robots_primary_cat":"none","_seopress_titles_title":"Diversiview Partners | BGL - Compliance Management Software","_seopress_titles_desc":"Connect your BGL account with Diversiview. Import investment entities for in-depth portfolio performance analysis, granular diversification & optimization.","_seopress_robots_index":"","site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"disabled","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"categories":[6,36],"tags":[41,8,9,16],"class_list":["post-652","post","type-post","status-publish","format-standard","hentry","category-broker","category-integration","tag-bgl","tag-broker","tag-integration","tag-portfolio"],"_links":{"self":[{"href":"https:\/\/diversiview.online\/partner-directory\/wp-json\/wp\/v2\/posts\/652","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/diversiview.online\/partner-directory\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/diversiview.online\/partner-directory\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/diversiview.online\/partner-directory\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/diversiview.online\/partner-directory\/wp-json\/wp\/v2\/comments?post=652"}],"version-history":[{"count":10,"href":"https:\/\/diversiview.online\/partner-directory\/wp-json\/wp\/v2\/posts\/652\/revisions"}],"predecessor-version":[{"id":692,"href":"https:\/\/diversiview.online\/partner-directory\/wp-json\/wp\/v2\/posts\/652\/revisions\/692"}],"wp:attachment":[{"href":"https:\/\/diversiview.online\/partner-directory\/wp-json\/wp\/v2\/media?parent=652"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/diversiview.online\/partner-directory\/wp-json\/wp\/v2\/categories?post=652"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/diversiview.online\/partner-directory\/wp-json\/wp\/v2\/tags?post=652"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}