Search Results | Showing 71 - 80 of 110 results for %22Panorama platform%22 |
| | | ... platform providers that can make the ROA process efficient and the advice process more automated, he said, adding BT Panorama for example, offers such options. They could also go wholesale only, but that's not available to many advisers, Potter s ... |
| | | | BT Financial Group is introducing a new fee structure for BT Panorama and offering a compact version of the platform. It is also releasing an online adviser services hub later this year. BTFG announced a raft of changes to its platform offering today ... |
| | | | ... historically being available only to those who were self-employed." Separately, BT added digital consent functionality to its BT Panorama investment platform, allowing advisers to request client approval either through SMS or BT Panorama's online message ... |
| | | | ... Ignition Wealth appointed Alan Quinlan as its Ireland chief executive. Last year, Ignition Wealth also struck a deal with BT Panorama. Ignition Wealth operates as software as a service (SaaS). The funds are held by clients like banks, insurance companies ... |
| | | | ... new clients and referral partners like accountants." The news comes after BTFG announced last week that its BT Panorama platform passed $10 billion in FUA, representing growth of 113.4% between March 2017 and December 2017. |
| | | | ... a funds increase of 40% on the first half of 2017. "This half we saw very strong growth on our innovative BT Panorama platform which grew funds around 40% following the completion of the full advised offer in March 2017. We anticipate continued strong ... |
| | | | ... senior management team and responsible for leading the platforms business, which includes Asgard, BT Wrap and the Panorama platform. She will also oversee BT's specialist investment services, including the life stage funds that sit within products such ... |
| | | | ... Lonsdale Financial Group has launched Managed Portfolio Service on the Asset Administrator platform, its white label of BT Panorama. The solution is designed specifically to assist advisers in efficiently delivering flexible, quality portfolio construction ... |
| | | | ... Fidante announced that one of its boutiques, Ardea Investment Management, has had its Real Outcome Fund added to the BT Panorama, BT Wrap and BT SuperWrap platforms. Ardea is a specialist fixed income manager focusing on local and international government ... |
| | | | ... leading the platforms business, Power was responsible for the management and strategic direction of the Asgard, BT Wrap and Panorama platforms. In October, BTFG consolidated its financial advice and private wealth divisions, removing the general manager ... |
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