Search Results | Showing 1 - 10 of 21 results for "Panorama platform" |
| | BT is updating features of its Panorama platform that include improvements to reporting and document-tracking features. The reporting feature introduced last October 2022 will now allow financial advisers generate the same set of reports for potentially ... |
| | | ... practices who have entrusted us to be the custodians of their clients' wealth, as we invest in our award-winning BT Panorama platform," Brown said. |
| | | ... in a digital sense... it's advice efficiency," he said. Westpac and BT are currently hunting a buyer for the Panorama platform. The bank has previously said it expects to announce a transaction by the end of September. |
| | | BT has seen the SMSF funds under administration on its Panorama platform soar. According to its latest update, SMSF FUA on the platform sits at $26 billion as of March end. It's more than doubled year on year, having sat at $11.93 billion in March 2021. ... |
| | | ... joins BT at an exciting time as we shape the BT of the future and continue to invest in the contemporary BT Panorama platform." Another role, head of strategy and product development, has also been created and BT expects to announce an appointment to ... |
| | | ... intention to place the trades and when." Just last month, BT finished migrating all its wrap clients over to the Panorama platform. The move added another 150,000 accounts $56.6 billion to Panorama from BT Wrap. "Having both a digital and a conventional ... |
| | | ... million. Total costs associated with restructuring the wealth business was $190 million. On a brighter note, the BT Panorama platform recorded a 38% jump in funds to $17 billion. However, this was dampened by lower platform margins as a result of repricing ... |
| | | ... customer-initiated changes. Separately, BT Financial Group announced it has added Challenger annuities to its Panorama platform. The group has also introduced a new BT Cash Management Account Saver with no transaction or administration fees, also available ... |
| | | ... 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 ... |
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