Adviser Models enable you to streamline portfolio management in your business, with a simple, efficient portfolio construction solution, all from your adviser login on BT Panorama.
Join us to learn how easy it is with BT Panorama to create and manage model portfolios that can consist of cash, listed securities (incl. ETFs) and managed funds. You can link client accounts to your models, tailoring for their individual preferences with the option to perform automated periodic or ad-hoc portfolio rebalances. The end-to-end rebalancing process can be managed seamlessly by utilising BT Panorama’s digital client consent and ROA functionality.
This webinar session will suit advisers as well as their support staff.