BT services and support

BT provides a whole range of services that make it easier for you to do business. Our technical and marketing services are designed to give you more clients to manage – and to make managing them even easier.

  • BT’s Business Development Representatives (BDMs)
    Offer you one-on-one support, keep you informed about new BT products and services and resolve any issues or complaints. Contact a BDM.
  • BT Adviser Exchange
    An online service that gives you access to all your client information as well as comprehensive accounting of commission and trail payments. It also features the latest technical, legislative and performance updates. It takes just five minutes to register for BT Adviser Exchange.
  • BT Adviser Relations
    Saves you time and money by providing quick and accurate responses to enquiries about your clients’ investments as well as answering any questions you have about business issues such as commission payments.
  • BT Technical teams
    Provide telephone support, workshops and online and printed materials to help you stay on top of the technical issues associated with super, tax and social security.
  • Marketing support
    Material from BT includes the Monthly Market Updates and the BT Quarterly. They bring you the BT view on the latest market moves as well as insights into the big issues affecting the financial planning industry. We also offer your clients access to a range of regular online and printed education material to help you take your clients up the value chain.
  • The BT Adviser Referral Program
    Refers non-advised BT clients to an adviser in their local area.