BT has added further capability to its Panorama wealth offering with a solution where advisers and accountants can work collaboratively to manage their clients' SMSFs online, all in the one place.
According to a company statement, BT's expanded offering, called Panorama SMSF, provides an integrated, end-to-end solution, tailored to meet the needs of advisers, accountants and their clients, and will help SMSF professionals manage their clients' SMSFs more efficiently.
BT Financial Group SMSF head Craig Lawrenson said that, until now, there hasn't been a single place to manage all aspects of clients' SMSFs or shared access to information when both an adviser and accountant are working together to support the client.
"We're making this process much easier, so SMSF professionals can have more time to focus on the SMSF strategies and investments that are important to their clients," Mr Lawrenson said.
BT said online SMSF establishment for individual or corporate trustees and a professional fund administration service saves time and paperwork, while also helping to keep clients' SMSFs on track.
Panorama SMSF is powered by BT Panorama Investments, which was launched to SMSFs in November 2015.
Adrian Flores is a deputy editor at Momentum Media, focusing mainly on banking, wealth management and financial services. He has also written for Public Accountant, Accountants Daily and The CEO Magazine.
You can contact him on [email protected].
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