No ROA/SOA required for ongoing rebalances within the portfolio, allowing for a more effective and paperless way of working with your clients.
Each BT Managed Portfolio is managed by a professional investment manager, so you don’t need to individually research, monitor and trade assets.
You can also streamline the advice and investment management process by implementing BT Managed Portfolios across multiple clients, instead of having to manage individual investment portfolios.
Build stronger relationships with your clients. You can exclude certain assets and use tax optimisation tools to tailor the managed portfolios to better suit individual clients. In addition our BT Panorama mobile app helps drive client engagement delivering portable, easy access to key portfolio information.
Your clients’ BT Managed Portfolios are managed by a professional investment manager who is responsible for the initial and ongoing asset allocation and stock selection. Daily rebalancing of your clients’ portfolios will capture any changes made by the investment manager, giving your clients access to expert asset management.
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.
BT Managed Portfolios allow you and your clients to individually adjust the asset mix within the portfolio, by excluding 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 managed 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.