Managed accounts deliver efficiencies to licensees, their advisers and clients, by streamlining portfolio selection and maintenance. BT can help you source and implement a managed account solution that suits your business priorities enabling you to best take advantage of those efficiencies.

Choose the managed account option that best supports your unique business model and client types. Find out what’s best for you.

Access educational webinars, videos, white papers & resources to help you navigate the managed accounts maze.

Purpose built technology bringing you multiple options on one consolidated system. Contact a BT managed accounts consultant today.

To find out more about what’s involved in implementing managed accounts into your business contact us and we will help you choose your options and start your plan.

01. Separately Managed Accounts (SMAs)

Professional IMs

BT Panorama’s “off the shelf” solution, with more than 50 different portfolios, offering a wide range of investment styles and asset classes.

Your solution if you don’t want to change to an MDA licence (an AFS licence which includes MDA capabilities).

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Licensee portfolios

An exclusive managed portfolio offer for your clients, with your practice, dealer group or an external investment manager creating and managing the models.

Your solution if you are looking to offer your own models without having to acquire an MDA licence.

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BT Managed Portfolios

02. Managed Discretionary Accounts (MDAs)

Licensee MDA

The full DIY solution, with your own MDA licence, using the tools on Panorama to build, manage and implement model portfolios for your clients.

Your solution if you want to create your own models, or use a professional investment manager to do it for you.

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3rd party MDA

DIY without having to acquire your own MDA licence, using an external MDA provider and the Panorama tools to build and manage your model portfolios.

Your solution if you want to create your own models, or use a professional investment manager to do it for you.

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Tailored Portfolios

03. You don’t have to be big to benefit from scale – get the right technology

  • BT Panorama's managed accounts solution has been developed with the compliance obligations of your business in mind. 
  • SMA and MDA structures are supported by portfolios managed by professional investment managers or bespoke portfolios for individual licensees. 
  • Our managed accounts options enables you to select a structure that best supports your unique business model and client types, through the one consolidated system.
  • Reduce your cost to service clients with a scalable wealth management solution, streamlining the construction and maintenance of your client portfolios. 
  • Access to scalable technology that supports all aspects of portfolio selection and maintenance.
You don’t have to be big to benefit from scale
To find out more about what’s involved in implementing managed accounts into your business contact us, and we will help you choose your options and start your plan.

* The Investment Trends 2017 Planner Direct Equities & Managed Accounts Report is based on an in-depth study of 474 financial planners, concluded in April 2017.

The Individually Managed Account service is provided to wholesale clients only by Westpac RE Limited ABN 80 000 742 478 AFSL 233717. This information has been prepared without taking into account your objectives, financial situation or needs. Because of this, you should, before acting on this information, consider its appropriateness, having regard to your objectives, financial situation and needs. The application of taxation laws depends upon an investor's individual circumstances. You should therefore seek professional advice on the taxation implication of investing through the products referred to on this page and should not rely on this information which should be used as a guide only.