BT Panorama teams up with Class on software

bt-financial-group/SMSF/financial-planning/BT-Panorama/

7 April 2016
| By Hope William-Smith |
image
image
expand image

BT Financial Group has selected Class Super to provide accounting software for BT Panorama's self-managed superannuation fund (SMSF) administration offer.

BT Panorama offers SMSF solutions that enable accountants, investors and advisors to collaborate on the management of SMSFs and is working with Class to help advisers and accountants to establish individual and corporate trustees, invest super and aid in the administration and compliancy of the funds.

Class — a leading provider of SMSF admin solution — has administered more than 100,000 SMSFs and will collaborate with Panorama to provide workable and beneficial software solutions for the financial group.

Class makes direct connect data feeds from BT Panorama for BT Panorama's cash hub, term deposits, managed portfolios and individual managed funds, as well as providing investors with additional services and features including platform and non-platform assets.

Class chief executive, Kevin Bungard, said he was confident in the benefits of the partnership with BT.

"This latest integration with Panorama takes collaboration between advisors and accountants to a whole new level, and provides investors with a significantly improved ‘whole of wealth' view of their SMSF investments," he said.

"Class is part of this game changing solution."

Read more about:

AUTHOR

Recommended for you

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 months ago

Entireti has unveiled the new name for the AMP financial advice businesses that it acquired last year....

4 weeks 1 day ago

A Sydney financial adviser has been permanently banned from providing any financial services, with the regulator deriding his “lack of integrity, trustworthiness and prof...

3 weeks ago

Minister for Financial Services, Stephen Jones, has provided further information about the second tranche of the Delivering Better Financial Outcomes (DBFO) reforms....

1 week 6 days ago

TOP PERFORMING FUNDS