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Showing 11 - 20 of 139 results for "Panorama"

Advance Asset Management ceases direct distribution

JAMIE WILLIAMSON  |  WEDNESDAY, 21 JUN 2023
... Advance AM had about $44 billion in funds under management, including superannuation products and several products on BT Panorama.

BT upgrades platform functionality

KARREN VERGARA  |  WEDNESDAY, 31 MAY 2023
BT is updating features of its Panorama platform that include improvements to reporting and document-tracking features. The reporting feature introduced last October 2022 will now allow financial advisers generate the same set of reports for potentially ...

BT names distribution lead

KARREN VERGARA  |  TUESDAY, 23 MAY 2023
... Midwinter, Mariner Financial and AXA. Brown is now responsible for overseeing a distribution team of 70 and growing BT Panorama. He also focuses on supporting advisers by way of helping provide practice development, and regulatory and technical education ...

Mercer scoops up third BT business unit

KARREN VERGARA  |  MONDAY, 8 MAY 2023
... respectively, gained about $350 million for the group. Funds under management for the managed accounts channel on BT Panorama jumped 26% year on year to $13.7 billon. FUA on BT Panorama of $102.1 billion, however, was down 3% year on year. Westpac's ...

Uptick in adviser numbers: Research

KARREN VERGARA  |  WEDNESDAY, 3 MAY 2023
... advisers. Together, they hold 14% of the market. The platform most frequently used by advisers are Colonial First Choice, BT Panorama and Macquarie Warp, Perpetual WealthFocus, North and Asgard.

BT to wind up Retirement Wrap

JAMIE WILLIAMSON  |  FRIDAY, 24 MAR 2023
... announcement in May 2022. At the time, BT made clear the deal didn't include any of the super products held on the Panorama or Asgard platforms. Now, BT is going to close the Retirement Wrap super fund which underpins BT Panorama Super. Effective ...

HUB24 tops platform rankings

CASSANDRA BALDINI  |  MONDAY, 27 FEB 2023
... out Netwealth, which came in at 90.7%. The report further revealed Praemium took third place with a score of 89.9%, BT Panorama followed scoring 84.7% and Mason Stevens claimed fifth place with a score of 83.3%. "All platforms have particularly sharpened ...

What you read in 2022

CASSANDRA BALDINI  |  FRIDAY, 16 DEC 2022
... superannuation funds into Mercer in the first half of next year; the agreement does not include superannuation held on the Panorama or Asgard platforms. The Westpac Group Super Plan is included in the deal which will see a total of $37.8 billion in funds ...

Westpac updates on strategic priorities

CASSANDRA BALDINI  |  MONDAY, 7 NOV 2022
... business to TAL, and also offloaded its superannuation division to Mercer. In relation to the long-awaited sale of BT Panorama, Westpac said it is reviewing its options. The bank is also focused on geographic simplification, consolidating its Asian operations ...

BT Panorama introduces robotic admin feature

CHLOE WALKER  |  TUESDAY, 13 SEP 2022
Enabling advisers and support staff to track the status of transactions via the platform's user interface, BT Panorama's new Robotic Integrated Technology Administration (RITA) platform has been launched. RITA is a fast automated service request tracker ...