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Showing 1 - 2 of 2 results for "BT Wrap DeskTop"

BT toolkit targets three gens

RUTH LIEW  |  WEDNESDAY, 10 SEP 2008
... the BT Generation Series - three educational toolkits available to its wrap advisers via online modules on the BT Wrap DeskTop. The tools contain educational information on the needs and attitudes of the different generational segments, coupled with ...

BT Wrap technology in full throttle

... planner creates a plan in Xplan, VisiPlan or COIN, the details of that plan will be automatically sent to the BT Wrap desktop," he said. That contrasts with the previous method where in some case, financial planners have to type in the same information ...
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