Efficient portfolio design enables you to save time and tailor portfolios to meet your clients’ needs.
Online consent reduces the time and effort involved for you and your clients when implementing their investment strategies.
Environmental, social and governance (ESG) ratings may help clients make choices about sustainable investing.
Access to BT Panorama anytime, anywhere with our award-winning mobile app*
Awards are opinions only and are not recommendations and are only one factor to be taken into account when deciding to acquire, dispose or hold interests in BT Panorama. Awards are current at the time of publication but are subject to change.
2/3 of clients would like to keep interactions with their adviser entirely online1. BT Panorama's digital consent workflow can help streamline the approval process for a range of actions.
Find out how BT platforms can drive efficiencies for your practice.
^BT Panorama had the fastest absolute growth among retail platforms over the 12 months to June 2019. Source: Plan For Life Platform Wrap June 2019 Report - Administrators view (excluding retail corporate superannuation).
*BT Panorama won "Best Mobile Platform" in the Investment Trends 2020, 2019 Platform and Competitive Analysis and Benchmarking Report.
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1 KPMG ‘Post-COVID-19: Insurance and wealth sector consumer trends’ report, 2020