Email is the primary method of communication with your clients, but email is also a great channel for fraudsters to steal identities and facilitate fraudulent requests.
Read our top tips on what to look out for and actions to take to confirm it’s your client you’re dealing with.
The invest to grow strategy shows how investing in equities can be an effective long-term investment. The strategy considers the differences between SMAs and IMAs from a client perspective, and outlines the benefits of using a BT Managed Account.
Almost a third of an Australian financial planner’s time is spend on compliance and administration, compared to a global average of less than 20% highlighting the need for advisers to find more efficient ways of operating.
Get started with these helpful video tutorials which illustrate the key benefits and features of BT Panorama, and demonstrate the step-by-step processes to help you make the most out of working with the different solutions of the platform.