Feature Summary
| Daily Cash Data | Account Holder Authority | Accepts Electronic signature | Adviser Authority | Loan Accounts | History |
|
Y |
Y |
N |
Y |
N |
Y |
*This feed supports history only on initial activation.
Configuration Process
Step One - Setting up the Platform Account
Navigate to Fund Level > Feeds > Feeds Console > + New > New Broker/Platform Feed
- Enter the account information as per the statement:
Field Name Field Description Example Account number This is the BT Panorama account number.
Account Number: 120201111
Product Set to " BT Panorama "
BT Panorama - Ensure that you link existing holding accounts relating to this account under the Holding Accounts section by ticking each checkbox.
If all accounts are not linked, the system will create duplicate accounts for each existing holding that was not linked. Correcting the resulting duplication can be challenging.
If the actual bank account has already been set up, you need to link it to the Fund Holding Reference set up in Step One. If not, then please follow the instructions in Step Two.
Step Two - Setting up the Cash Account
Navigate to Feeds > New Cash Feed
Enter the account information as per the statement:
| Field Name | Field Description | Example |
| Account number |
This is the BT CMA BSB and account number. |
BSB: 262-786 Account Number: 120201111 |
| Product |
Set it to "No Feed Product Required" and link the account to the Platform account created in step one.
|
_ |
Authority Process
Account Holder Authority
Adviser Authority
- Generate the authority form by clicking the "Generate" button.
- Print the Authority Form. Arrange for the account holder to fill in the date, name, and signature with wet ink on the form.
- Upload the signed authority form in Class by clicking the "Upload" button. The status of the feed will update to "Waiting on Provider."
- Send the original signed form to:
datafeeds@panorama.com.au
- Send an email to the adviser using the following text:
Dear <INSERT ADVISER’S NAME>Can you please Setup the following accounts for the Class data feed:
Account Name Account Number ................... ..........................
Once complete, please advise via return email and supply us with your adviser code for BT Panorama.
Kind Regards,
- Change the status of the feed to "Waiting on Provider."
- Add an adviser id per How to enter Adviser Authorities in Class using the adviser code.
Note: The data will start loading automatically within ten business days.
Please note that this provider doesn't accept digitally signed forms.
| Symbol | Description |
|---|---|
|
|
Supported |
|
|
Not supported by Class |
|
|
Not supported by Provider |