BT offers a range of portfolio construction solutions including managed accounts, enabling advisers to save time while providing clients with transparency and visibility of their investments.
Model portfolio tools with bulk rebalancing, the ability to tailor limits for individual clients and easy monitoring via Desktop reports.
Model portfolio tools available on Asgard eWRAP and Infinity eWRAP.
Set your investment offer apart with CoreSeries - a range of six portfolios for advisers and their clients.
Stay in control with licensee portfolios that allow you to create your own portfolios and still access the efficiency benefits of BT Managed Portfolios.
The full DIY solution, with your own MDA licence, using the tools on BT Panorama to build, manage and implement your model portfolios for your clients.
DIY without having to acquire your own MDA licence, using an external MDA provider and the BT Panorama tools to build and manage your model portfolios.
Find out what’s involved in implementing a portfolio construction solution into your practice.
* 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.
Find out what's involved in implementing a portflio construction solution into your practice.