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BT Wrap enhances platform
BT Wrap has launched another round of enhancements to its platform aimed at helping advisers and accountants more efficiently manage self-managed superannuation fund (SMSF) clients.
Announcing the enhancements today, BT Wrap product and strategy national manager Craig Lawrenson said the growth in SMSFs had created an enormous opportunity for the financial planning industry, but as a result, platforms needed to cater to the specific compliance, reporting and audit needs.
"The needs of SMSF clients can be more complex," he said. "As a platform provider, we have invested a significant amount of time to understand the interaction advisers and accountants undertake for their SMSF clients so we can design platform solutions that cater to their needs."
Lawrenson said in the case of the platform enhancements announced today, BT Wrap designed data, tax and reporting enhancements specifically based on the feedback received from advisers and their accounting partners.
The enhancements include new on-demand downloads for Simple Fund that are fully customisable by the client, the ability to add free form notes online for all transactions on the Cash Statement that flows into Simple Fund downloads and enhancements to the platform's tax statements online.
AUTHOR
Mike Taylor
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