Portfolio construction and management

Portfolio construction your way.

Why BT for portfolio construction solutions?

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.

Range of solutions

Choose from a full range of portfolio construction solutions, depending on the level of discretion that you are able to exercise in relation to your clients’ investments.

Broad capability

Access a broad portfolio management, investment management and asset management capability through BT and our partners.

Flexibility

Choose a portfolio construction solution that fits your business and your clients, with the flexibility to change as your business or client needs evolve.

Expert service

Receive technical and implementation assistance and support from our in-house experts.

Choose a solution

Model portfolios

Adviser models on BT Panorama

A simple, efficient portfolio construction solution that allows you to set up and manage model portfolios – all from your adviser account on BT Panorama.

Model portfolios on BT Wrap

Model portfolio tools with bulk rebalancing, the ability to tailor limits for individual clients and easy monitoring via Desktop reports.

Model portfolios on Asgard

Model portfolio tools available on Asgard eWRAP and Infinity eWRAP.

Managed accounts

Managed Portfolios (SMA) – Professional Investment Managers

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

Managed Portfolios (SMA) – CoreSeries

Set your investment offer apart with CoreSeries - a range of six portfolios for advisers and their clients.

Managed Portfolios (SMA) – Licensees

Stay in control with licensee portfolios that allow you to create your own portfolios and still access the efficiency benefits of BT Managed Portfolios.

Tailored Portfolios (MDA) - Licensees

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.

Tailored Portfolios (MDA) – 3rd party

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.

Learn more

Why managed accounts are win-win for advisers and clients

The demand and usage of managed accounts is growing because of their win-win nature – while they have mostly been recommended for the transparency, tax-efficiency and portability they give a client, other benefits are now being realised.

Webinar: on going client engagement model for managed accounts

Managed accounts give your clients more transparency and control over their wealth. Find out how you can build stronger client relationships, by providing valuable investment education and detailed reporting.

Whitepaper: the benefits of managed accounts

Financial advisers focus more than ever on increased client engagement and practice efficiencies. How can managed accounts help you achieve these goals?

Webinar: how to transition your business to managed accounts

Managed accounts can help streamline the way how you provide financial advice to your clients, however they need to be implemented properly to be successful. Find out what is required to move your business to managed accounts.

Webinar: benefits of managed accounts for licensees and advisers

From increased business efficiency, to compliance support and building stronger client relationships. Discover the types of managed accounts and the benefits they can deliver.

Webinar: how to market to managed accounts clients

Managed accounts give your clients a different view on their wealth but how do you articulate the benefit of managed account to clients.

To find out more about what's involved in implementing a portfolio construction solution into your business contact us, and we will help you choose your options and start your plan.

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