BT completes Panorama platform with life offering
BT Financial Group has added life insurance to its Panorama adviser platform.
This and super are the final components to the platform, which also manages clients’ investments.
“This is a crucial milestone in the build of BT Panorama because advisers now have an end-to-end solution to manage all of their clients’ financial needs, no matter their product structure,” BT GM Platforms and Investments John Shuttleworth said.
The platform will give advisers access to insurance premium information, application tracking and insurance monitoring and reporting.
Since its launch in 2014, 2960 advisers have registered as Panorama users.