BT Learning Lab webinar series - Your guide to successfully transitioning to managed portfolios with BT Panorama

In this session, we’ll arm you with the knowledge and tools needed for a seamless transition to Managed Portfolios with BT Panorama.

This will be a collaborative session hosted by the BT Enablement Team with special guests Jason Brown, Head of Platform Distribution and Zac Leman, Head of Managed Accounts.

In this session we will cover;

• How BT Panorama can support you - We’ll reveal the game-changing aspects of BT Panorama that will revolutionise your practice. Learn how the platform addresses crucial challenges and discover its high-level features that empower you to succeed.
   
• 5 Steps to successfully implement a transition - We’ll guide you through the end-to-end journey of transitioning with BT Panorama. Gain valuable insights into each step and explore the powerful tools at your disposal to ensure a smooth process.
   
• Implementing each step on BT Panorama - We share an in-depth exploration of how to implement on BT Panorama. the roles and responsibilities for a seamless integration into your practice. 

• Years of experience in transformation & change support - Learn about the ongoing support available to your practice. Benefit from the years of experience in transformation and change management to thrive in this dynamic landscape of running a successful transition. 

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