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BT Panorama managed accounts

Find the right portfolio construction solution for your practice and clients

Whether you’re looking for an ‘off-the-shelf’ solution or would like to create your own tailored portfolios, BT Panorama has a range of portfolio construction solutions that can fit your business.

Choose from:

Model portfolios

Streamline your portfolio management with this simple, efficient portfolio construction solution that allows you to set up portfolios, with periodic rebalancing and digital tools to manage advice and client consents.

Managed portfolios (SMA)

Access BT Panorama’s range of portfolio options from professional investment managers for an ‘off-the-shelf’ solution or use the Licensee option that allows you to create your own.

Tailored portfolios (MDA)

Using BT Panorama’s Tailored Portfolio tools and your MDA licence, you can create and manage your own portfolios, or use a 3rd party MDA provider to build and manage portfolios for you.

Which solution is right for you?

Visit our website to discover how managed accounts can benefit your business. Access case studies, thought-leadership articles and webinars to help you understand your options.

What sets BT Panorama apart from the rest?

Scalable, intuitive technology supporting all aspects of portfolio establishment and maintenance with embedded compliance oversight and monitoring.

Implement consistent and timely changes across all client portfolios with ease, utilising BT Panorama’s digital capability to produce ROAs and manage client consent where discretion is not used.

Access to industry-leading investment managers and consultants as well as BT in-house technical expertise.

The award-winning1 BT Panorama mobile app provides you and your clients 24-hour access to their portfolio, even while on the go.

Need further information?

To learn more about managed accounts and what solution might be right for you, please visit our website or request a callback from one of our Business Development Managers.

Visit our website

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1 BT Panorama won ‘Best Mobile Platform’ in the Investment Trends 2021, 2020, 2019 and 2018 Platform and Competitive Analysis and Benchmarking Report and won ‘Planner Satisfaction with Mobile Access & App’ in the Investment Trends 2020, 2019 and 2018 Planner Technology Report.

Information current as at 7 June 2022.

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