BT Financial Group (BTFG) says it has rounded out its BT Panorama platform with the integration of both superannuation and insurance.
The company said advisers could now manage clients’ superannuation, self-managed superannuation funds (SMSFs), and investments with the integration of superannuation and insurance onto the platform.
It said this was on top of existing investment suite which included cash, term deposits, direct equities, managed funds, and managed portfolio.
Commenting on the development, BTFG general manager, platforms and investments, John Shuttleworth said the key functionality for superannuation included:
“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,” Shuttleworth claimed.
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