SEARCH
BT launches new app for advisers
BT launches new app for advisers
BT Financial Group has launched a new app that allows advisers to access Panorama, its wealth operating system, from their mobile devices.
The Panorama app allows advisers to view details of their businesses, including a summary of total funds under administration, active accounts, net flows and fees as well as client account details, BT Financial Group said in a statement.
The group's general manager of platforms and operations, John Shuttleworth, said the app, which is available both on Android and iOS devices, comes in response to a demand for increased mobility.
"The busy nature of life these days means planners are demanding that technology providers make it easier for them to do business on-the-go. This means providing solutions that allow people to work effectively and efficiently in an agile setting," he said.
"Panorama's new app provides easy access to important business and client information, enabling advisers to view a real-time snapshot of portfolios via their mobile device."
Future releases of the app are expected to include more advanced portfolios management tools, additional asset classes and the automation of administrative processes, the statement said.
"This is the next step in a series of enhancements to the app that will deliver increased functionality, and alleviate the administrative burden on advisers by digitising time-consuming manual processes," Mr Shuttleworth said.
Subscribe to our Newsletter
We Translate Complicated Financial Jargon Into Easy-To-Understand Information For Australians
Your email address will be shared with nestegg and subject to our Privacy Policy
latest articles
OUR PLATFORMS AND BRANDS
- Accountants Daily
- Accounting Times
- Adviser Innovation
- Australian Aviation
- Broker Daily
- Cyber Daily
- Defence Connect
- Fintech Business
- HR Leader
- Independent Financial Adviser
- Investment Centre
- Investor Daily
- Lawyers Weekly
- Money Management
- Nestegg
- Property Buzz
- Real Estate Business
- Smart Property Investment
- SMSF Adviser
- Space Connect
- Super Review
- The Adviser
- Wellness Daily
- World of Aviation
EVENTS AND SUMMITS
- ACE25 The Accounting Conference and Exhibition
- Adviser Innovation Summit
- Australian Accounting Awards
- Australian AI Awards
- Australian Aviation Awards
- Australian Aviation Summit
- Australian Broking Awards
- Australian Cyber Awards
- Australian Cyber Summit
- Australian Defence Industry Awards
- Australian Law Awards
- Australian Law Forum
- Australian Space Awards
- Australian Space Summit
- Australian Wealth Management Awards
- Australian Wealth Management Summit
- Better Business Awards
- Better Business Summit
- Broker Innovation Awards
- Broker Innovation Summit
- Budget Summit
- Commerical Finance Awards
- Corporate Counsel Summit
- Defence & National Security Workforce Awards
- Fund Manager of the Year Awards
- ifa Excellence Awards
- Lawyers Weekly 30 Under 30 Awards
- New Broker Academy
- Partner of the Year Awards
- Partner Summit
- REB Awards
- Rising Star Awards
- SME Bootcamp
- SMSF Technical Strategy Day
- Super Fund of the Year Awards
- Women in Finance Awards
- Women in Finance Summit
- Women in Law Awards
- Women in Law Forum
LEARNING AND EDUCATION
MOMENTUM MARKETS NETWORK
LINKS
STAY CONNECTED
Subscribe to the Adviser Innovation eNewsletter.
