Search Results | Showing 71 - 80 of 149 results for "Panorama" |
| | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 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. ... |
| | | | ... 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. |
| | | | ... 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 ... |
|
