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.”
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.
Recommended for you
Trustee and fund administration platform MSC Group has promoted Shelley Brown as its chief operations officer, having successfully completed the integration of the Certane Corporate Trust business.
Australian Unity’s group managing director and chief executive has announced his plans to retire at the end of the year after two decades leading the company.
TAL has appointed a senior manager for investment strategy and portfolio management who joins from a lead role at AIA.
Global wealth management platform FNZ has appointed a new group head of APAC, while boutique investment manager TWC Invest welcomes a chief technology officer.