Clicky

BT Panorama tops advisers’ lists

Financial advisers have rated BT Panorama as the number one investment platform when it comes to online business management features, Investment Trends’ Platform Competitive Analysis has revealed.

The platform received an overall score of 92 per cent across online business management, which includes features like advice services fees, mobile platform, client portal and account opening.

The report said: “BT Panorama’s quick rise up the ranking reflects its focus on adviser efficiency, its comprehensiveness and its intuitive design.”

Related News:

The platform was also ranked number one on cybersecurity as part of the integration category.

BT general manager, platforms and investments, Kathy Vincent, said security was top of mind for advisers and clients, and BT’s ability to provide cybersecurity practices that harness the capability of the Westpac Group was critical.

“Features like two-step authentication should no longer be a ‘nice-to-have’ as they are vital to protect clients’ money from cyber fraud,” said Vincent.




Related Content

Aussie retail investors predict flat markets for 2019

Australian retail investors expect local stocks will close 2019 at virtually the same level as current prices which means these expectations are well ...Read more

Women’s interest in ETFs growing

The number of Australian women investing online has doubled from 76,000 to 150,000 over the last five years, with women showing particular interest in...Read more

Choppy markets don’t deter Aussie investors

Last year’s fourth quarter was rocky to say the least, but Investment Trends’ 2018 2H Online Broking Report showed Australian investors continued ...Read more

Author

Comments

Add new comment