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Showing 11 - 20 of 110 results for %22Panorama platform%22

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 ...

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 ...

Chant West launches platform rankings

CASSANDRA BALDINI  |  TUESDAY, 30 AUG 2022
... Chant West has already rated five of the market's key platform providers. AMP's MyNorth, Netwealth Accelerator and BT Panorama all received five apples, while Colonial First State FirstWrap Plus and Macquarie Consolidator II received four apples. "We ...

That's a wrap for the BT Wrap

CASSANDRA BALDINI  |  MONDAY, 4 JUL 2022
... in a digital sense... it's advice efficiency," he said. Westpac and BT are currently hunting a buyer for the Panorama platform. The bank has previously said it expects to announce a transaction by the end of September.

Managed account market reaches $175bn

CHLOE WALKER  |  FRIDAY, 27 MAY 2022
... Alex Dunnin said. "Much of the managed account growth, however, was due to the migration of the BT Wrap platform onto BT Panorama in 2021. "Furthermore, managed accounts' share in the wrap platform segment has ballooned from 10% to 85% between December ...

Westpac offloads BT super funds to Mercer

JAMIE WILLIAMSON  |  THURSDAY, 26 MAY 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 giving away BT super business

ELIZABETH MCARTHUR  |  FRIDAY, 22 APR 2022
... that the write-downs are in preparation for exiting super. Westpac also continues to prepare its platform business, BT Panorama, for sale. However, it updated the market that the bank intends to retain its share broking and margin lending businesses ...