Bt Panorama Contact Adviser, Adviser Innovation Summit 2020 Bt

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.

Panorama city urgent care kaiser hours. Phase one request the datafeeds. 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. Bt panoramas operating system delivers efficiency in the management of your clients investments smsfs and superannuation.

Unless you change your browser youll continue to have some problems with your bt panorama experience. If you need to get in contact with us there are a number of ways that we can help. Using the latest browsers also helps improve your security.

Adviser exchange access your clients investment details for managed funds bt margin lending and bt employer super funds. If youre an adviser call email or write to bt about our platforms superannuation insurance and investments. For further details you should refer to the investor guide for bt panorama investments the pds for panorama super and the relevant disclosure documents for any investment options in which you wish to invest.

Bt super for life. 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. Bt panorama accounts can be combined with those of family members to potentially reduce the asset based administration fees paid.

Upgrading or changing your browser is a simple process and the browsers supported by bt panorama offer straight forward. 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. To commence an investment datafeeds from bt panorama please follow these steps.

Were here to help you support your clients. Or speak to your adviser. Today bt is continuing to invest in smart technology support and tools that enable advisers to deliver an even greater experience for their clients.

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. Forms disclosure panorama investments. For more information speak to your adviser or contact bt call 1300 881 716.

Investment datafeeds are only available to users holding an investment adviser license or comprehensive adviser license. Bt panorama is designed to support the latest browsers. 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.