Access the BT Panorama demo to see how if can help drive efficiency in managing your clients’ portfolios.
BT has been building Panorama, working with you leveraging smart technology and intuitive design and delivering an intelligent and simple solution. Putting you in control, helping you drive efficiency and manage your clients and your business. Your way
A critical factor in the financial performance of investments is the ability to identify drivers of the expected risk and return of investments. The more you know, the more rewarding investing can be.
Sustainability scoring on BT Panorama is an additional tool that allows you to access further information on listed companies and managed funds in relation to environmental, social and governance (ESG) factors. All designed to provide you with deeper research and greater insight.
* BT Managed Accounts and Model Portfolios are underpinned by the fastest growing retail platform in netflows – BT Panorama was the fastest growing retail platform in netflows for the 12 months to June 2019, with $8.2b generated, well ahead of any competitor. Source: Strategic Insight Platform Wrap Report – June quarter 2019. Figures quoted are on a retail platforms (including wraps, platforms and master trusts and excluding corporate super) basis. Refer here for more information.