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BT Panorama is now Australia’s largest contemporary investment platform with $49 billion of funds under administration (FUA). More than 38,000 BT Wrap client accounts have been transferred to BT Panorama in the last week, increasing FUA by 30%. Once all BT Wrap accounts have been transferred (completion is expected by the middle of this year), BT Panorama will have around $90 billion FUA.
For the third year running BT Panorama has been awarded ‘Best Mobile Platform”, ‘Best Client Portal’ and “Best Online Business Management’, in the latest Platform Competitive Analysis and Benchmarking Report from Investment Trends.
Invest Blue has partnered with BT, in conjunction with Ironbark and Russell Investment Management, to develop a managed account solution for the advice firm’s 4000-strong client base.
COVID-19 continued to be a dominant theme in Australians’ conversations with their financial advisers in the final quarter of 2020, as clients realise their plans to downsize for lifestyle or health reasons.