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 available on Asgard eWRAP and Infinity eWRAP.
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.