Class Super Data Feed - Adviser Set Up with BT Panorama
The following video demonstrates how advisers can set up the Class Super data feed for their clients within BT Panorama.
Please also see the following:
βBT Panorama - SMSF Data Feed and Accountant Authority
It's recommended that in addition to activating the data feed via BT Panorama's Adviser Portal, the clients or adviser also sign the Intello BT Panorama Accountant authority form to enable Intello to view and download reports that will need to be provided to the independent auditor.
BT Wrap
Please refer to this article to activate a data feed authority for BT Wrap:
βBT Wrap - Intello Data Feed Authority
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