Skip to main content

BT Panorama Integration

If you are an accountant linked to an SMSF BT Panorama account, you may receive a request to authorise the connection to your accounting software.

To authorise BT Panorama to access the SMSF’s details within BGL Simple Fund 360 you can choose from two options:

  1. Authorise BT Panorama to access all your SMSF’s on BGL Simple Fund 360
    • By authorising access to all funds upfront, you will not need to provide authorisation again if an adviser or investor (where no adviser is present) subsequently requests access on behalf of another SMSF.
    • BT Panorama will only request information from BGL for SMSFs that have a Panorama account and where the adviser on that account has requested to connect to your accounting.
    • BT Panorama will send you a notification each time an additional SMSF is linked.
  1. Authorise BT Panorama to access one or more individual SMSFs on BGL Simple Fund 360
    • By only authorising selected SMSFs, you will subsequently need to update the authorisation each time an adviser or investor (where no adviser is present) requests access on behalf of an additional SMSF.

With either option please ensure the SMSF’s ABN is recorded in Simple Fund 360 so that we can link the data.

Click here for activation instructions. 

 

Authorise BT Panorama to access all your funds on BGL SF360
  1. Sign in to BT Panorama.
  2. From your client list, select the account that the adviser or investor has requested access to.
  3. Within the account, navigate to Portfolio > External assets page and select Authorise.

mceclip5.png

A modal is displayed to confirm the connection with BGL.

mceclip7.png

  1. Select Connect. BGL will open in a separate window.
  2. Log in to BGL if you are not already logged in. The "Please Confirm" page is displayed.

mceclip8.png

  1. Select Authorise to authorise connection for all funds.

You will be redirected back to Panorama. The connection is now activated and the fund’s external assets and additional fund information are now retrieved directly from the BGL Simple Fund 360.

Authorise Panorama to access one or more individual funds on BGL SF360
  1. Sign in to Panorama.
  2. From your client list, select the account that the adviser or investor has requested access to.
  3. Within the account, navigate to Portfolio > External assets page and select Authorise.

mceclip10.png

A modal is displayed to confirm the connection with BGL.

mceclip12.png

  1. Select Connect. BGL is displayed in a separate window.
  2. Log in to BGL SF360 (if you are not already logged in).

The Please Confirm page is displayed.

mceclip13.png

  1. SELECT the funds to specify the fund or funds to authorise.
  2. By default, the Auto Enable Funds toggle option is selected. This means that every current fund and any newly added fund will be automatically authorised (once Authorise is selected).

Related articles