BT Financial Group has added managed funds to its powerful wealth operating system Panorama, providing advisers and their clients access to an impressive range of investment solutions.
This latest update will offer an open architecture menu with access to over 300 funds from over 70 managers across a range of diversified, sector, specialist and wholesale managed funds. Through the one, flexible wealth management system, advisers will now be able to buy and sell managed funds, invest in cash, term deposits and managed portfolios.
BT General Manager of Platforms and Operations Mr John Shuttleworth says Panorama will transform the way people control and interact with their wealth portfolio.
“The way we deliver wealth management solutions is changing. People want flexible, intuitive, comprehensive systems that allow them to view and manage a complete picture of their financial affairs all in one place. The cutting edge technology behind Panorama will allow advisers and investors to access, organise and interact with their wealth portfolio in a seamless manner.
“The introduction of managed funds builds on the success of previous releases, including managed portfolios, cash and term deposits, and is the next step in Panorama’s mission to transform the way advisers and clients view and manage their wealth portfolios.”
Other upcoming releases include the introduction of a Self-Managed Superannuation Fund solution and direct equities to allow individuals to trade on the ASX.
“This will provide advisers and their clients with a full investment platform while Panorama’s functional, intuitive and elegantly simple interface will make it easier for advisers to manage their client’s portfolios, increasing productivity and reducing the complexity of many of these processes,” said Mr Shuttleworth.
“As we continue to roll out new offerings, clients will have the increasing ability to see, access and transact across all their banking and wealth products, all in one place,” Mr Shuttleworth concluded.
Media release (PDF 109KB)