Search Results | Showing 41 - 50 of 110 results for %22Panorama platform%22 |
| | | ... 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 ... |
| | | | ... to this she led the platforms businesses and products management. Throughout her tenure at BT, Kotsopoulos was head of Panorama product management and implementation and national manager of cash and investments, having joined the company as a part-time ... |
| | | | ... part-time employee in 2006 and worked her way up through a number of roles, including Wrap product manager and head of Panorama management and implementation. BT head of investment product solutions Rodney Greenhalgh has been appointed to the role in ... |
| | | | 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 ... |
| | | | ... 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. |
| | | | ... of managed accounts continues to climb. All State Street risk-based ETF model portfolios are now accessible through BT Panorama, as State Street's asset management aims to expand the availability of its products to Australian financial advisers. ... |
| | | | ... give me an edge and make it easier for me to deliver results for my clients." Davis uses wealth management platform BT Panorama and Macquarie Wrap to manage his client's portfolios, Xero for accounting, Xplan for client CRM, and video-conferencing ... |
|
