BT appoints Head of Product Management bolstering its platforms’ leadership team

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BT has announced the appointment of Kathryn Cosentino to the newly created role of Head of Product Management in its platforms business. Kathryn joins BT with more than 20 years’ experience in platforms product and operations roles. Kathryn is a high calibre product professional and brings with her experience leading through significant change, including MLC’s

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

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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

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BT Panorama hits $100bn funds under administration

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BT has announced it has completed the final tranche of its BT Wrap migration to BT Panorama – taking BT Panorama’s total funds under administration (FUA) to over $100bn. A final additional 49,000 accounts, totalling more than $15bn in FUA, have now moved on to the new digitally-enabled platform. The migration commenced in December 2020 with

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BT Panorama welcomes more than 38,000 BT Wrap customer accounts; FUA reaches $49 billion

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BT Panorama is now Australia’s largest contemporary investment platform with $49 billion of funds under administration (FUA). More than 38,000 BT Wrap client accounts have been transferred to BT Panorama in the last week, increasing FUA by 30%. Once all BT Wrap accounts have been transferred (completion is expected by the middle of this year),

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BT appoints Head of Platforms as migrations get underway

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BT has announced the appointment of Kieran Varcoe as its new Head of Platforms. Kieran joins BT with more than 20 years’ wealth and platforms experience, having specialised in product and platform operations at MLC, before joining REST Superannuation where he most recently served as General Manager Administration Solutions & Governance.  Kathy Vincent, BT’s Managing

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$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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