Integration with BGL Simple Fund 360 ("SF360") enables you to load fund details and/or documents from SF360 directly into an Acis online orders, as well as upload documents to fund records in SF360.
SF360 fund, trustee and member details may be loaded into any product that is able to be ordered via the Acis portal.
Only data relevant to ordering of Acis products is obtained from your SF360 account.
SF360 does not currently support uploading details to the SF360 platform. BGL has indicated that this will be available later in 2018.
Documents may be uploaded to fund records in SF360 and downloaded from SF360 into Acis online orders e.g. SMSF Deed Upgrades.
Select the SF360 logo in the INTEGRATIONS section of the Acis portal, then click CONNECT to initiate the login to your SF360 account via the BGL API login screen. Connection may also be activated from within any online order by selecting the Integration icon and then the SF360 logo and CONNECT.
While the integration automatically disconnects from SF360 after you log out of the Acis portal, you also have the option to manually disconnect by selecting the Integration icon and then DISCONNECT.
The SYNC button allows you to manually sync your SF360 data to the Acis portal. This is beneficial when you have recently updated fund and/or contact details in SF360 and wish to access those details immediately in an Acis order.
Syncing depends on the number of fund records in your SF360 account. Once syncing has commenced, you may start your Acis order and the SF360 funds and associated contacts will appear for selection once the syncing of each fund is complete.
Pop-up blockers in your web browser may prevent new browser tabs from appearing when connecting Acis integrations which require you to enter login credentials. It is recommended pop-up blockers are disabled.
Ensure the SF360 integration is connected and recently synced.
SF360 does not permit access to stored TFNs.
The list of names displayed is sourced from active integration connections and Acis records. To determine which name is most suited for loading into your order, position the cursor over the name to display further details.