$1.3 billion flows into BT Panorama for July as FUA surpasses $30 billion

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BT Panorama, the Australian retail platform with the largest rolling annual netflow[1], increased FUA by $1.3 billion during the month of July, and on 11 August 2020 reached the milestone of $30 billion in FUA. Kathy Vincent, General Manager BT Platforms, Investments and Operations, said BT Panorama had resonated with advisers because of its intuitive

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BT Panorama mobile app receives highest user ratings for third year in a row

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For the third year running, the BT Panorama mobile app achieved the highest ratings from advisers surveyed, according to the latest Investment Trends Planner Technology Report. Nine out of ten advisers who use BT Panorama rated the app as ‘good’ or ‘very good’, positioning BT Panorama as the clear market leader (90 per cent for

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BT Panorama rated no.1 for online business management; mobile app usage surges to 6,000 logins per week

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For the second year running, BT Panorama has achieved the highest total score for online business management, mobile platform and client portal features, according to the latest Platform Competitive Analysis and Benchmarking Report from Investment Trends. The number one rating is supported by BT’s insights into how advisers and investors are using the BT Panorama

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MLC announce new Retail Wealth executive

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MLC has announced the appointment of Kathy Vincent as General Manager, Retail Wealth Platforms. Kathy joined MLC in 2012 with more than 20 years of financial services experience. She has led MLC’s Retail Investment Platforms strategy team since 2012, having previously worked in roles involving product strategy, development and management for retail investors across a

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