BGL releases AI assistant Roni to transform client experience
BGL Corporate Solutions have announced the launch of its generative AI-powered assistant, Roni.
Unveiled at BGL REGTECH 2025, Roni delivers real-time support and automation across BGL’s CAS 360, Simple Fund 360 and Simple Invest 360 solutions. Designed to streamline workflows and reduce manual effort, Roni provides fast answers with powerful and actionable insights.
From navigating BGL’s products to generating charts or summarising data, Roni helps clients work faster and make better decisions. His capabilities include:
- BGL: Guides you through the software and retrieves entity-specific information.
- ATO: Searches official ATO websites for compliance and legislation information.
- Global Analytics: Delivers firm-wide insights across all funds and member accounts.
- Division 296 Planning: Helps you understand, estimate and project Division 296 tax.
- Financial Analytics: Provides entity-level insights, including financial position.
- Global Investment: Retrieves firm-wide investment balances and valuation trends.
“Roni gives clients instant support inside their BGL software,” said James Luo, Head of Data and AI at BGL. “He responds instantly to queries, automates complex actions and helps clients extract meaningful insights from their data.”
“Roni represents a major shift in how BGL clients interact with their software,” continued Luo. “By integrating intelligent tools directly into our solutions, we’re transforming how professionals work.”
Roni is now available to CAS 360, Simple Fund 360 and Simple Invest 360 admins and account owners, with permissions managed through User Role Management. Click here to learn more.
