Bt Panorama Adviser Login, Monte Boyd Go Skittle Yourself

Bt panorama had the fastest absolute growth among retail platforms over the 12 months to june 2019.

Panorama w samochodzie. For more information speak to your adviser or contact bt call 1300 881 716. Plan for life platform wrap june 2019 report administrators view excluding retail corporate superannuation. Adviser exchange access your clients investment details for managed funds bt margin lending and bt employer super funds.

Effective 1 april 2020 and until further notice the transaction account balance will be temporarily excluded from the calculation of the administration fee payable on the transaction account portion of account. Please note if your client uses westpac online banking. Bt panorama won best mobile platform in the investment trends 2019 platform and competitive analysis and benchmarking report.

It uses simple and intuitive design to ensure you can quickly complete tasks or access the information you need whether you are an adviser or an investor. Your clients will need to register if they would like online access to their bt panorama account using the new login details they received in the days leading up to migration. 1300 784 207 we use cookies to secure and tailor your web use.

Using the latest browsers also helps improve your security. Forms disclosure. Bt panorama is designed to support the latest browsers.

It is designed to change evolve and adapt to the changing needs of our customers delivered through agile intuitive technology to make business simpler faster and more efficient. Login to bt panorama investor. An advisers guide to bt offers advisers an insight into the wide range of bt products and services that could help you deliver wealth management and protection solutions for your clients.

Bt panorama accounts can be combined with those of family members to potentially reduce the asset based administration fees paid. If youre an adviser call email or write to bt about our platforms superannuation insurance and investments. Bt panorama is bt financial groups btfg new and innovative wealth operating system that supports the future architecture of btfgs products rolled out on a smart new platform.

Unless you change your browser youll continue to have some problems with your bt panorama experience. Bt panoramas operating system delivers efficiency in the management of your clients investments smsfs and superannuation. Upgrading or changing your browser is a simple process and the browsers supported by bt panorama offer straight forward.

Access our new bt panorama training courses a practical and engaging way to help you get the most from the wide.