SEARCH

BT Panorama tops $100bn

BT has completed the migration of clients across to Panorama and says it now has the highest number of advisers in the market using the platform.

In a statement, the wealth giant said it had completed the six-month project to migrate BT Wrap clients across to the new-generation platform, having moved across a final 49,000 accounts.

More than 150,000 accounts, encompassing $56.6 billion in funds under administration, had been migrated from BT Wrap over the six months and there were now more than 9,000 advisers using BT Panorama, the group said.

“We are excited about welcoming the 2,000 advisers who have just migrated to BT Panorama, and helping them realise the benefits of using the more advanced technology,” BT managing director of platforms, investments and operations Kathy Vincent said. 

Advertisement
Advertisement

“Our teams are focusing on providing support to help onboard new advisers and investors in navigating the system, with digital guided journeys, webinars, FAQs and our chat-bot Blue working around the clock. We have also put on additional contact centre staff.”

Ms Vincent expressed her thanks to the advisers and dealer groups who had worked with BT on the migration.

“We are committed to continual improvement of the platform to ensure they can harness the technology to suit their business models,” she said.

“Our next area of focus will be on extending the digital capability of our award-winning app and reporting features even further.”

The news comes on the back of BT Panorama ranking as the top platform for mobile and app services in Investment Trends’ Adviser Technology Needs Report. 

The platform was also ranked number one for overall brand association, online functionality and transaction capability in the report.

BT Panorama tops $100bn
default
ifa logo

Join the debate to improve the issues that surround affordability and accessibility within the advice industry at ifa’s brand-new event, ifa Future Forum.

Join your peers to uncover game-changing industry solutions to pave the way for solving the problem of accessibility and affordability. Utilise your extensive knowledge to formulate ideas and help futureproof advice. Register your free place now! ifafutureforum.com.au

Subscribe to the ifa bulletin

Receive daily online news,analysis, reports and business strategies
By signing up you agree to our Terms of Use and Privacy Policy

Website Notifications

Get notifications in real time and stay up to date with content that matters to you.