Search ResultsShowing 31 - 40 of 60 results for "BT Panorama"
BGL enhances life insurance solution
KARREN VERGARA  |  MONDAY, 6 NOV 2017
... its Panorama SMSF solutions by partnering with BGL , providing accountants and advisers a two-way data feed from BT Panorama to Simple Fund 360. Simple Fund 360 also integrated with Xero Practice Manager in September to enable changes to client details ...
BT Financial Group expands SMSF capability
JAMIE WILLIAMSON  |  MONDAY, 30 OCT 2017
... provider. By partnering with BGL Corporate Solutions, accountants and advisers now have access to two way data feeds from BT Panorama to BGL's Simple Fund 360. This provides a shared, automated daily update of investment data, data entry and processing ...
SelectingSuper finalists announced
ALEX BURKE  |  FRIDAY, 20 OCT 2017
... of the Year AustralianSuper Cbus Hostplus IOOF Sunsuper UniSuper SMSF Administrator of the Year AMP SMSF Solutions BT Panorama Heffron SuperGuardian Asset Consultant of the Year Frontier Advisors JANA Investment Advisers Mercer Willis Towers Watson Investment ...
Tech providers fall behind increased planner needs
JAMIE WILLIAMSON  |  THURSDAY, 13 JUL 2017
... widely used platforms, CFS FirstChoice and BT Wrap, are increasingly under threat from the new guard - Netwealth, BT Panorama and HUB24. "Netwealth, HUB24 and BT Panorama are among the most technologically advanced platforms in the market, delivering ...
Aussie large cap funds underperforming: Research
KARREN VERGARA  |  TUESDAY, 4 JUL 2017
... report also found large cap Aussie shares offered via separately managed accounts, namely on the Netwealth, Powerwrap, BT Panorama, Praemium and OneVue platforms have many advantages. SMAs are attractive solutions, but are limited to long-only equity ...
BTFG upgrades Panorama app
JAMIE WILLIAMSON  |  THURSDAY, 29 JUN 2017
Growing demand from financial advisers to be able to work on-the-go is behind upgrades to the BT Panorama app, and its use has surged in the last 12 months. Upgrades made by BT Financial Group to the app include an external assets view, fee details ...
HUB24 lures BTFG executive
KARREN VERGARA  |  FRIDAY, 23 JUN 2017
... instrumental in building BT Wrap and in 2010, took responsibility for Asgard Wealth Solutions before spearheading the BT Panorama platform transformation. HUB24 chief executive Andrew Alcock said the newly created role reflects the company's evolution ...
Industry stars recognised at 2017 MAX Awards
JAMIE WILLIAMSON  |  FRIDAY, 16 JUN 2017
... Perpetual Investments Website of the Year Telstra Super - www.telstrasuper.com.au/ Finalists AIA - www.aia.com.au/ BT Panorama - www.btpanorama.com.au/ Desktop Broker - www.desktopbroker.com.au/adviser Fidante - www.fidante.com/ Financial Services App ...
Ignition Wealth secures BT Panorama deal
JAMIE WILLIAMSON  |  MONDAY, 22 MAY 2017
... accountants will benefit from a new partnership between Ignition Wealth and one of Australia's largest platforms. Users of BT Panorama will be able to access Ignition Wealth's 360 digital advice solution from Q3 2017, allowing customers to access a hybrid ...
BTFG drags Westpac performance
KARREN VERGARA  |  MONDAY, 8 MAY 2017
... hitting $3.9 billion. During the half, the firm integrated its superannuation, SMSFs, insurance and investments on its BT Panorama, which has about 19% of the wealth platform market. The group's alternative assets fund manager Hastings delivered $30 ...
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