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Showing 61 - 70 of 139 results for "Panorama"

Isolated advisers enter the digital age

ALLY SELBY  |  THURSDAY, 9 APR 2020
... 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 ...

Product provider partners with BTFG

ELIZA BAVIN  |  TUESDAY, 31 MAR 2020
... flagship platform. Lonsec has partnered with BTFG to make its listed and retirement managed portfolios available on BT Panorama. Lonsec said BT Panorama users will now have access to all three of Lonsec's managed portfolios, with the multi-asset managed ...

Netwealth leads the platform pack

ALLY SELBY  |  TUESDAY, 18 FEB 2020
... tools, managed accounts functionality and retirement calculators." It named the top five platforms as Netwealth, HUB24, BT Panorama, Praemium and OneVue. Investment Trends awarded Macquarie Wrap the 'best new functionality award', for its digital portfolio ...

Advice industry compresses

ELIZABETH MCARTHUR  |  TUESDAY, 11 FEB 2020
... products are either managed accounts of offer model portfolios. The fastest growing are Pursuit Focus Allocated Pension, BT Panorama Super, AMP Super Directions Personal, MLC MasterKey Business Super and HUB24 Invest. When it comes to managed discretionary ...

BT Financial Group enlists research provider

ELIZABETH MCARTHUR  |  MONDAY, 14 OCT 2019
... Australasia will now support BTFG's six Multi-Sector Series Portfolios available to advisers through BT Managed Portfolios on Panorama. The managed accounts in the Multi-Sector Series Portfolios will rely on Morningstar investment advice in relation ...

Former BTFG executive takes on new role

ELIZABETH MCARTHUR  |  TUESDAY, 8 OCT 2019
... almost 15 years with BTFG, ultimately heading up its platform and investment division consisting of BT Wrap, Asgard and BT Panorama. "Spitfire has an incredible opportunity. The Australia financial services market is being redefinbed as banks and institutional ...

Aussie income fund added to platforms

KRISTI CHENG  |  MONDAY, 22 JUL 2019
... fund is now on eight retail investment platforms, with BT Wrap being the latest addition. It is also available on BT Panorama, Asgard, Xplore Wealth, HUB24, Netwealth, Powerwrap, and Praemium. As at 30 June 2019 units in the RARE Infrastructure Fund ...

BT Panorama boosts functionality

ELIZABETH MCARTHUR  |  WEDNESDAY, 17 JUL 2019
BT Panorama has exceeded $20 billion in funds under administration and boosted platform functionality. In July 2018, BT introduced simple open platform pricing for BT Panorama and since then the platform has enjoyed 78% growth, BT Financial Group said. ...

Charter Hall industrial fund scores top Lonsec rating

HARRISON WORLEY  |  TUESDAY, 9 JUL 2019
... of 33%." The fund is open for investment through a minimum investment of $20,000 on a range of platforms, including BT Panorama, Macquarie, Netwealth and HUB24.

Advice affordability a growing concern

HARRISON WORLEY  |  FRIDAY, 28 JUN 2019
... platform listing their satisfaction as very good. HUB24 sits in second at 43%, with Asgard eWRAP, CFS First Choice and BT Panorama rounding out the top five. AdviserLogic ranked as the top planning software for the fourth year in-a-row, ahead of XPLAN ...