connectingthedots is pleased to renew its actuarial certificate service with BGL SimpleFund360. Account balances and transactions are compiled in real time and presented as charts instantly. No data entry required and all without passwords.
All our certificates are reviewed by our actuary owner and users can review fund balances across the current tax year in real time as follows:
Then the results are presented immediately as a daily percentage chart allocated between taxed and untaxed balances together with the overall Tax Exempt Percentage for the year. A sample is as follows:
New clients will be issued a special code to gain access to our investment portfolio.
More information can be found about us on BGL’s help page here.
We hope that you like our approach to providing timely and relevant actuarial certificates.
If you would like to take advantage of this service, please defer to BGL and their SimpleFund360 platform.