BT Financial Group general manager of platforms and operations John Shuttleworth said the offering will also be extended to include a range of managed funds, individual equities and advanced portfolio management and modelling tools for adviser and dealer groups.
Mr Shuttleworth said the offering will provide advisers and clients with a complete view of their wealth position, both at a household and individual level.
The offering is being designed using a “customer-centred design process”, he said.
“This involves us working extensively with hundreds of advisers, accountants and customers to offer the best user experience in the market.
“BT Panorama is resonating because it is being built and designed in response to the evolving client-adviser relationship where clients are demanding more control and advisers need holistic tools that bring their clients’ whole financial roadmap together.”
