BT Panorama FUA up 65%

Almost six months after BT Financial Group revamped its pricing structure for BT Panorama, the company has announced that the platform has reached $13 billion in funds under administration (FUA), up 65 per cent on this time last year.

BTFG also announced additions of mobile digital consent for corporate actions, digitally enabled Record of Advice (ROA) generation, and enhanced reporting capabilities to Panorama.

BT head of Panorama product development, Anil Sagaram, said that these changes were key to increasing the efficiency of the advice process. The 2018 Investment Trends Planner Technology Report found this was a key issue for advisers, with 40 per cent of surveyed advisers expressing concern about building process efficiencies.

“We are investing in digitisation and introducing new features and functionality that increase both advice efficiencies and client engagement. We want to ensure we continue to meet the evolving needs and preferences of clients and advisers,” Sagaram said.




Related Content

RC may signal more corporate super exits

The future of a number key corporate superannuation mandates will be in the balance on Monday evening when the Government makes public the final repor...Read more

BT Panorama sees FUA soar

BT Panorama has reaped the rewards of its open platform pricing with funds under administration (FUA) soaring to $15 billion since the introduction la...Read more

BT launches new portal

BT has launched the My Wellbeing Rewards and Portal for life insurance clients, giving them access to a range of discounts and an online hub focused o...Read more

Author

Comments

Add new comment