A single view of all key information at a glance, with dashboards that are flexible and easy to read, an account overview snapshot tailored by account type, and real-time reporting.
Opening an account and transitioning clients from accumulation to pension phase is easy and streamlined. Simply setup clients with a new account online, and maintain their account number and tax components when transitioning in full from accumulation to pension.
Manage everything online from the initial application and rollover initiation to personal tax deduction notices, beneficiary nominations and pension commencement. Set up clients with access to make payments or contributions from linked accounts, or schedule a contribution or pension payment on any date at the frequency preferred by the client.
Leverage the investment and portfolio management benefits of Panorama Investments and provide your clients with access to a broad range of investment options.
2/3 of clients would like to keep interactions with their adviser entirely online1. BT Panorama's digital consent workflow can help streamline the approval process for a range of actions.
Find out how BT Panorama Super allows you to efficiently manage your clients’ super portfolios.
1 The only Claims team awarded a C-MAP A* Mark of Excellence from 2011–2017. Winner of the 2016 AFA/Beddoes Institute Customer Choice Awards for Best Claims Assessment Process, Best Ongoing Claims Management, Best Total Customer Experience. Ranked number one for Underwriting by Investment Trends – Planner Risk Report 2016. Winner of the AFA/Plan for Life 2016 Platinum Award – Life Company of the Year and Income Protection Insurance Award: Income Protection Plus.
2 As at 27 February 2017, a 10% platform discount is available for premiums paid directly from superannuation and investment accounts, and a 5% multi-policy discount and large sum insured discount is available for eligible applicants. Please refer to the BT Protection Plans Product Disclosure Statement for eligibility requirements.
3 KPMG ‘Post-COVID-19: Insurance and wealth sector consumer trends’ report, 2020
Find out how BT Panorama Super allows you to efficiently manage your clients’ super portfolios.