In a statement yesterday, BT Financial said the addition of superannuation and life insurance completes the BT Panorama investment suite.
“The key functionality for superannuation includes: the ability to move clients seamlessly from the accumulation to the pension phase, contribution tackers to ensure limits are not reached and to protect against adverse tax outcomes,” said BT.
The platform will also provide advisers with “the ability to schedule one-off and regular pension payments, greater access to information to help track rollovers and upcoming payments such as tax and insurance premiums”.
“[Advisers can also] manage beneficiary nominations in pension phase including the option for secondary nominations, and [they will have access to] an integrated insurance offer providing tracking as well as insurance monitoring and reporting,” BT said.
General manager, platforms and investments at BT John Shuttleworth said there is now one place for advisers to manage all of their clients’ needs on an operating system that supports scalable growth for their businesses.
“This is a crucial milestone in the build of BT Panorama as advisers now have an end-to-end solution to manage all of their clients’ financial needs no matter their product structure,” Mr Shuttleworth said.
Since its initial launch in 2014, BT Panorama has more than 3,300 SMSFs and 2,960 advisers registered, the statement said.
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