Search Results | Showing 1 - 10 of 110 results for %22Panorama platform%22 |
| | ... quarter. Investment Trends named HUB24 as the best full-function platform in 2023, narrowly beating Netwealth. Praemium, BT Panorama, and Mason Stevens were also recognised for superior platform functionality. The report also commended AMP North as the ... |
| | | ... over as BT's chief product officer in May. She will be responsible for leading the platforms business, comprising BT Panorama which houses over $110 billion in funds under management on behalf of 243,000 customers. Kline replaces Kathy Vincent who departed ... |
| | | ... diversified portfolios more effectively." The data was collected from 46 large and smaller organisations, including BT Panorama, Clime Asset Management, DASH, Elston, HUB24, Insignia Financial, Macquarie, and Praemium. |
| | | ... In the report's analysis of platform developments aimed at supporting the provision of advice to clients, Praemium, BT Panorama, and Mason Stevens were also recognised for superior platform functionality. However, the report underscored that all platforms ... |
| | | ... Australian Retirement Trust's chief retirement officer. According to BT, Brinckley was instrumental in the development of BT Panorama and the foundation delivery of its managed account offering. Over the following decade, he played a key role in delivering ... |
| | | ... he said. About half of the country's financial advisers currently use BT's platforms, which currently comprise Panorama and Asgard eWRAP. By market share, Plan For Life puts BT at the top with 17.1% as at December 2022. Rady said he believes ... |
| | | ... Advance AM had about $44 billion in funds under management, including superannuation products and several products on BT Panorama. |
| | | 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. |
| | | ... respectively, gained about $350 million for the group. Funds under management for the managed accounts channel on BT Panorama jumped 26% year on year to $13.7 billon. FUA on BT Panorama of $102.1 billion, however, was down 3% year on year. Westpac's ... |
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