BT Panorama teams up with Class on software

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

 

MARKET INSIGHTS

sub-bg sidebar subscription

Never miss the latest news and developments in wealth management industry

JOHN GILLIES

Might be a bit different to i the past where at most there was one man from the industry on the loaded enquiry boards a...

1 day 7 hours ago
Simon

Who get's the $10M? Where does the money go?? Might it end up in the CSLR to financially assist duped investors??? ...

6 days 3 hours ago
Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

1 week 6 days ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 2 weeks ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months 1 week ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 2 weeks ago

TOP PERFORMING FUNDS

ACS FIXED INT - AUSTRALIA/GLOBAL BOND