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BT app and portal receive top ranking

By Yasmine Masi22 February 2022

BT Panorama’s mobile app platform and client portal have been received the highest ranking from industry research house, Investment Trends in its latest Platform Competitive Analysis and Benchmarking Report.

BT Panorama’s integration features, including the use of Sustainalytics which helps advisers compare ESG options and access investment information, and the range of products available on the platform such as insurance reporting were rated highly in the report.

The report also highlighted several transaction tools in relation to managed accounts and the platforms’ security features such as online permissions as prominent aspects that contributed to the high rating.

This comes after BT Panorama mobile app underwent a renovation and some back-end cybersecurity improvements were made in 2021. At the end of last year, the platform saw over 1.2 million logins, 62 per cent of which were through the mobile app.

Kathy Vincent, Managing Director, Platforms and Investments at BT said the company is committed to continue improving their offerings and platforms for advisers and clients.

“We are constantly listening to advisers’ feedback on how we can improve their digital experience as well as their clients’. It’s pleasing that the mobile app refresh and other enhancements we have recently rolled out have resonated.

“A range of enhancements implemented in 2021 and planned for the year ahead, centre on making the digital interaction between clients and advisers more efficient, such as the incorporation of advice fees and client consent into the onboarding process.

“Advisers can also view what their clients see on their mobile app, helping to facilitate adviser-client conversations. We have a continued focus on enriching the digital interaction between advisers and their clients,” she said.

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