Licensee MDA
Access portfolios* that have been tailored by your dealer group or your licensee, with BT Panorama providing you with the tools and smart technology. Your solution if you want to create your own models, or use a specialist investment manager to do it for you.
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Create, rebalance and manage your own portfolio - all in one place.
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Easy to implement for your clients on BT Panorama.
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Full transparency of underlying assets.
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Choice of assets in accordance with your or your dealer group’s asset preferences.
3rd party MDA
Access portfolios that have been tailored by your dealer group, your practice or an external investment manager. With BT Panorama providing you with the tools and smart technology.
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Create, rebalance and manage your own portfolio - all in one place.
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Easy to implement for your clients on BT Panorama.
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Trade, manage and view BT Managed Portfolios - all in one place.
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Full transparency of underlying assets.
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Choice of assets in accordance with your or your dealer group’s asset preferences.
Speak to a BDM
Find out what's involved in implementing managed accounts into your practice.
"We wanted to outsource investment management to have professional managers making all the investment decisions for our clients. Our investment committee partnered with experts to deliver a robust and transparent process that captured our investment philosophy. We believe the value we offer our clients is strategic advice."
Margaret Mote, Chief Executive Officer, Bongiorno & Partners
Tailored portfolios benefits for your business
Greater flexibility
Your business can create a tailored portfolio with a choice of underlying assets that work best for their 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.
Create business efficiencies
Streamline the advice and investment management process by implementing your tailored portfolios across multiple clients, reducing administration and paperwork for your business.
Build stronger relationships with your clients
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.
Tailored portfolios benefits for your clients
Individual tax positions
In respect of BT 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 may be the case with a managed fund.
Improved flexibility
By creating a tailored portfolio your business or dealer group can select 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.
Rich reporting functionality
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.
What is a tailored portfolio?
A tailored portfolio is a type of managed account that gives Managed Discretionary Account (MDA) providers access to a full range of portfolio management tools to create, monitor and manage their portfolios in a customisable solution.
What is a Licensee MDA?
A Licensee MDA is a managed account (tailored portfolio) that has been tailored to your dealer group or licensee and managed through your own MDA.
What is a 3rd party MDA?
A 3rd party MDA is a managed account (tailored portfolio) that has been tailored to your dealer group, practice and is managed by a 3rd party MDA provider.
Let's get started
Speak to a BDM to see what tailored portfolios on BT Panorama can do for your practice or open your account with the registration forms.
Additional information
* 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.
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