Search Results | Showing 41 - 50 of 115 results for "BT Panorama" |
| | ... Trends' latest platform survey found HUB24 ranked first for its functionality, followed by Netwealth, Praemium, BT Panorama and Macquarie Wrap. |
| | | ... Investment Trends' associate research director King Loong Choi said. Rounding out the top five are Praemium (84.8%), BT Panorama (82.4%) and Macquarie Wrap (76.5%). The research house said it was clear this year that platforms are responding to the needs ... |
| | | 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 ... |
| | | ... migrate clients from BT Wrap (over $55bn FUA) to one of Australia's contemporary and fastest-growing platforms BT Panorama (over $36bn FUA)." The first tranche of migrations took place late in 2020, and further tranches are set to commence early ... |
| | | ... market share), Macquarie Wrap (4709 advisers and 5.2% market share) and IOOF (4539 advisers and 5% market share). BT Panorama was used by an estimated 3332 advisers giving it 3.7% share. |
| | | ... Westpac Pacific recorded $11 million cash profit down $58 million over the year. Westpac recorded positive results for BT Panorama with funds under advice up 34% to over $31 billion and number of investors increased 51% to over 67,000. Furthermore, the ... |
| | | Lifespan Financial Planning has launched 30 managed discretionary account model portfolios on BT Panorama. The portfolios will be available to Lifespan's advisers who use BT Panorama. Lifespan has over 250 advisers, the company said. The offering includes ... |
| | | ... along with anyone who held BT Super for Life, BT Super for Life Westpac Group, BT SuperWrap, BT SuperWrap Essentials, BT Panorama Super or BT Superannuation Invest Fund plans between 2014 and 2020. Also asked to join the class action by Shine are CommInsure ... |
| | | ... The report found Netwealth continues to lead the platform pack, followed by HUB24 in second spot. CFS First Choice, BT Panorama and Macquarie Wrap also make the top five. In terms of advice software, AdviserLogic took out the top gong for the fifth consecutive ... |
| | | ... options to meet their needs." In addition to HUB24, SSGA's ETF model portfolios are also available on Praemium and BT Panorama. |
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