Search Results | Showing 21 - 30 of 110 results for %22Panorama platform%22 |
| | | BT has seen the SMSF funds under administration on its Panorama platform soar. According to its latest update, SMSF FUA on the platform sits at $26 billion as of March end. It's more than doubled year on year, having sat at $11.93 billion in March 2021. ... |
| | | | ... joins BT at an exciting time as we shape the BT of the future and continue to invest in the contemporary BT Panorama platform." Another role, head of strategy and product development, has also been created and BT expects to announce an appointment to ... |
| | | | ... for a dedicated Sustainable Investment Option approved product list, as well as developing and managing support for BT Panorama Managed Portfolios." "Marnie has been a committed and passionate leader and we thank Marnie for her contribution to BT and ... |
| | | | ... advisers. At the end of 2021, there were 2145 advisers using the platform. North sits behind Colonial First State (3119), BT Panorama (2535) and Perpetual WealthFocus (2271). |
| | | | ... overall platform functionality with an overall score of 91.5%. HUB24 scored 91.1%. The report also listed Praemium, BT Panorama and Mason Stevens as the remaining top five full-function platforms. All platforms reviewed in both the 2020 and 2021 reports ... |
| | | | ... advisers' appetite for managed accounts solutions boomed in the December 2021 quarter, according to BT Financial Group. BT Panorama's surge in managed accounts funds under management to $10.4 billion, a 68% jump year on year, is testament to advisers' ... |
| | | | ... that CFS continues to be the dominant platform provider, both for aligned and non-aligned advisers, followed by BT's Panorama and Asgard, Macquarie Wrap, Perpetual's WealthFocus, and AMP's North. CFS Super chief executive Kelly Power said: "While we ... |
| | | | ... executive Matt Rady said the group hasn't seen a reduction in its number of users despite falling adviser numbers and BT Panorama's extended outage in 2021. According to the ASIC Financial Adviser Register, there's about 18,000 financial advisers registered ... |
| | | | ... platform being down for a week, with new chief executive Matt Rady making assurances for the future. Disruption to BT Panorama started on Monday, August 2 and full service was not restored until Sunday, August 8. In BT's quarterly update, Rady acknowledged ... |
| | | | ... intention to place the trades and when." Just last month, BT finished migrating all its wrap clients over to the Panorama platform. The move added another 150,000 accounts $56.6 billion to Panorama from BT Wrap. "Having both a digital and a conventional ... |
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