The full DIY solution, with your own MDA licence, using the tools on Panorama to build, manage and implement your model portfolios for your clients.
Your licensee or your business can create a tailored portfolio with a choice of underlying assets that work best for your clients’ and your business objectives, risk tolerance and asset preferences. You will be fully supported by BT Panorama’s smart technology and innovative wealth management system, with access to professional investment manager tools.
In addition, with tailored portfolios you can cater for a whole range of clients - retail, wholesale and more sophisticated/bespoke clients that require an exclusive portfolio solution.
Streamline the advice and investment management process by implementing your tailored portfolios across multiple clients, reducing administration and paperwork for your business.
Saving time on administration allows you to spend more time with your clients, helping to build stronger relationships. Through individual asset management and tax treatments you may be able to assist with your clients’ individual financial requirements.
In respect of Panorama Investments, as your clients beneficially own the underlying assets, they have direct access to any franking credits and dividend payments on these assets. They will not inherit any embedded tax positions as is the case with a managed fund.
By creating a tailored portfolio your business or licensee can select up front an asset mix that works best for your client's overall wealth strategy. You can also individually adjust the asset mix within the portfolio, through exclusions of certain assets from the portfolio. Clients also have the opportunity to transfer their asset holdings to another portfolio* without triggering capital gains, giving you and your clients more flexibility in structuring their holdings individually.
*Depending on asset class availability in new portfolio.
BT Panorama’s rich reporting functionality gives your clients the ability to view the positions and performance of all underlying assets in their tailored portfolio at a glance. And with BT Panorama’s mobile app your clients are kept actively engaged with their wealth, even when they are on the go.