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BT launches new low-cost investment menu
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Financial Standard
BT is launching 'Focus' on its Panorama platform, a new low-cost investment menu in partnership with Vanguard Investments Australia.
Available from October, the menu is designed to assist financial advisers in delivering scalable, cost-effective platform solutions to clients with simpler investment needs.
The partnership will enable a broad diversification across asset classes, as the platform allows BT to leverage its managed accounts capability and centralises Vanguard's global diversified portfolio.
BT chief product officer Annabelle Kline said: "Our new menu was created in response to strong demand from advisers to support the intergenerational wealth transfer and serve clients with simpler investment needs.
It enables advisers to serve a broader range of clients profitably, while reinforcing BT Panorama's position as a flexible, future-ready platform."
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