BT Panorama teams up with Class on software

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

7 April 2016
| By Hope William-Smith |
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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."

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