BT adds managed funds to Panorama

BT adds managed funds to Panorama

BT Financial Group has updated its wealth operating system, Panorama, through the addition of managed funds. 


The latest update will provide clients access to an "impressive" range of investment solutions, according to a statement by BT Financial Group.

Further, it will offer access to over 300 funds from over 70 managers across a range of diversified, sector, specialist and wholesale managed funds, the statement said.

BT general manager of platforms and operations John Shuttleworth said Panorama will transform the way people interact with their wealth portfolio.

"People want flexible, intuitive, comprehensive systems that allow them to view and manage a complete picture of their financial affairs all in one place. The cutting-edge technology behind Panorama will allow advisers and investors to access, organise and interact with their wealth portfolio in a seamless manner," he said.

"The introduction of managed funds builds on the success of previous releases, including managed portfolios, cash and term deposits, and is the next step in Panorama's mission to transform the way advisers and clients view and manage their wealth portfolios."

Other upcoming releases include the introduction of a self-managed superannuation fund solution and direct equities to allow individuals to trade on the ASX.

"This will provide advisers and their clients with a full investment platform while Panorama's functional, intuitive and elegantly simple interface will make it easier for advisers to manage their clients' portfolios, increasing productivity and reducing the complexity of many of these processes," Mr Shuttleworth said.

"As we continue to roll-out new offerings, clients will have the increasing ability to see, access and transact across all their banking and wealth products, all in one place."

 

BT adds managed funds to Panorama
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