BT Panorama’s mobile app and client portal rated no.1

From

Kathy Vincent

For the fourth year running BT Panorama has been awarded best mobile platform and best client portal by industry research house Investment Trends.[1]

In its latest Platform Competitive Analysis and Benchmarking Report, Investment Trends also rated BT Panorama’s integration features highly,[2] such as the integration of Sustainalytics, which allows advisers to compare ESG options and access investment commentary in the research hub.

The product range available on the platform, especially insurance reporting and unlisted investment transactions, were also rated as superior against those on other platforms.

Transaction tools such as for account management and in relation to managed accounts were highlights; and the platform’s security features such as online permissions were standouts, with BT having made back-end improvements in 2021 to enhance cybersecurity.

Undergoing a mobile app refresh last year and experiencing a surge in usage due to the migration of BT Wrap accounts, the BT Panorama platform saw logins surpass 1.2 million in the last quarter of 2021, 62% of which were via the mobile app.

BT Managing Director, Platforms and Investments, Kathy Vincent, said that BT is committed to retaining the lead in the mobile space, given a key driver of adviser advocacy is the quality of an investment platform’s mobile app, according to Investment Trends.[3]

“We are constantly listening to advisers’ feedback on how we can improve their digital experience as well as their clients’. It’s pleasing that the mobile app refresh and other enhancements we have recently rolled out have resonated,” said Ms Vincent.

A range of enhancements implemented in 2021 and planned for the year ahead, centre on making the digital interaction between clients and advisers more efficient, such as the incorporation of advice fees and client consent into the onboarding process. Advisers can also view what their clients see on their mobile app, helping to facilitate adviser-client conversations. “We have a continued focus on enriching the digital interaction between advisers and their clients,” Ms Vincent said.

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[1] Investment Trends Competitive Analysis & Benchmarking Report, December 2021 2
[2] Investment Trends Competitive Analysis & Benchmarking Report, December 2021
[3] Investment Trends Adviser Technology Needs Report 2021

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