The role of technology has come to the fore during the COVID-19 pandemic. Technology has become key to delivering the information and assistance that advisers require to service and support their own clients. It has also made it more efficient for advisers to interact with clients seamlessly. The challenge for the industry is to provide the innovative technology that advisers need, alongside the business support advisers deserve. And not just now, but in the longer-term.

BT’s GM, Platforms, Investments & Operations, Kathy Vincent, will provide insights into innovative products and services for advisers designed to:

  • Deliver a seamless experience for clients
  • Create smoother compliance processes
  • Enable deep efficiency every day for advisers businesses

Kathy Vincent,

GM, Platforms, Investments & Operations

BT has been committed to innovation for 50 years. From the moment we opened our doors in Australia in 1969, BT has been a partner to advisory businesses of all sizes, from start-ups to well established institutions. We continue to strive for innovation across all our products by listening to advisers and their clients, adapting to their needs and aiming to introduce services and tools they can use when and how they want.

BT Panorama is the fastest growing platform in Australia. Seamlessly integrated with your business model, it transforms the management of investment portfolios, SMSFs, super and insurance, increasing efficiency and leaving you with more time to deliver value to your clients.

Find out how BT Panorama can drive efficiencies for your practice. Visit bt.com.au/btpanorama