Tailored Portfolios (3rd party MDA)

Benefits for you 

Flexibility

Your business or your dealer group 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.

Plus 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.

Improved business efficiency

Streamline the advice and investment management process by implementing your tailored portfolios across multiple clients, reducing administration and paperwork for your business.

Client focus

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. 

Benefits for your clients

Individual tax benefits

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.

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.

Transparency

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.