You have4 free articles left this month.
Register for a free account to access unlimited free content.
You have 4 free articles left this month.
Register for a free account to access unlimited free content.
Powered by MOMENTUM MEDIA
lawyers weekly logo
Powered by MOMENTUM MEDIA

BT adds new super, insurance functions to platform

news
By sreporter
February 28 2017
1 minute read
BT adds new super, insurance functions to platform
expand image

BT Financial Group has completed the development of its investment platform BT Panorama, which enables the integration of superannuation and insurance.

The key functions for the superannuation part of the platform include the ability to move from accumulation to pension phase, track contributions to ensure limits are not exceeded, and schedule both one-off and regular pension payments on any business day.

It allows SMSF trustees greater access to information to help track rollovers and upcoming payments such as tax and insurance premiums and to manage beneficiary nominations in pension phase, including the option for secondary nominations. It also provides access to an integrated insurance offer.

 
 

BTFG general manager of platforms and investments John Shuttleworth said the added integrations are 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”. 

You need to be a member to post comments. Become a member for free today!

Comments (0)

    avatar
    Attach images by dragging & dropping or by selecting them.
    The maximum file size for uploads is 10MB. Only gif,jpg,png files are allowed.
     
    The maximum number of 3 allowed files to upload has been reached. If you want to upload more files you have to delete one of the existing uploaded files first.
    The maximum number of 3 allowed files to upload has been reached. If you want to upload more files you have to delete one of the existing uploaded files first.
    Posting as