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Showing 1 - 2 of 2 results for "BT Panorama for"

Invest Blue offers managed account solution

ELIZA BAVIN  |  MONDAY, 15 FEB 2021
Cornerstone portfolios will be made available on BT Panorama for Invest Blue clients. Invest Blue has partnered with BT, in conjunction with Ironbark and Russell Investment Management, to develop a managed account solution for the advice firm's client ...

Limited MDA deadline closes in

KARREN VERGARA  |  WEDNESDAY, 8 AUG 2018
... platform providers that can make the ROA process efficient and the advice process more automated, he said, adding BT Panorama for example, offers such options. They could also go wholesale only, but that's not available to many advisers, Potter s ...
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