Screenshot from the new BT Wrap App.
BT has released a new iPad app – BT Wrap Snapshot – to give advisers mobile access to popular client reports.
BT Financial Group’s head of platforms Kelly Power said the BT Wrap Snapshot was twelve months in the making and a companion tool to the BT Wrap DeskTop.
“Advisers want new ways to demonstrate more value to their clients and to eliminate paperwork. BT Wrap Snapshot has been designed to meet these needs,” Ms Power said.
“The release of BT Wrap Snapshot is part of our continued focus on making it easier for advisers to help their clients,” Ms Power added.
The app will give advisers access to the three most popular reports: portfolio valuation, asset allocation and cash statement.
BT Wrap Snapshot eliminates the need to print multiple reports for client reviews and provides easy to interpret, intuitive reporting at advisers’ fingertips.
The app can be personalised with individual practices and dealer group logos and is complimentary for registered Wrap DeskTop advisers.
Advisers who have trialled the new app have said this will be an important tool to use in the client review process. One of the best features is the ability to easily show clients their entire portfolio position and then be able to explore this in more detail on the spot.
The main features of BT Wrap Snapshot app are:
· 3 reports: Performance, Asset Allocation and Cash Statement
· 3 levels of information: Portfolio Value, Sector Investments and Asset Allocation
· The ability to personalise with individual company or dealer group branding
· Access to up to 5 years worth of data
· Note taking functionality
· Ability to send secure email
· Ability to view information over different time periods
BT Wrap Snapshot is now available in the iPad app store library.