BT Financial Group has unveiled the latest iteration of its Panorama mobile app in a bid to transform the way advisers manage their wealth portfolios.
In a bid to transform the way advisers manage their wealth portfolios BT Financial Group has unveiled the latest iteration of its Panorama mobile app.
The Panorama app’s new interface allows advisers to view details of their business, including a summary of total funds under administration, active accounts, net flows and fees, as well as client account details such as total portfolio balances and transaction histories for BTFG cash accounts.
The move comes on the back of BTFG recently announcing that it will offer an open architecture menu for its Panorama platform with access to over 300 funds from over 70 managers across a range of diversified, sector, specialist and wholesale managed funds.
BTFG general manager of platforms and operations, John Shuttleworth, said the update was developed in response to a growing demand for mobility in the way financial services are delivered.
“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,” Shuttleworth said.
“This means providing solutions that allow people to work effectively and efficiently in an agile setting.”
According to Shuttleworth, the new app will enable advisers to view a “real-time snapshot” of portfolios via mobile, with future releases set to provide users with access to additional asset classes, “more advanced” portfolio management tools, and the automation of administrative processes.
“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,” Shuttleworth said.