Managed accounts deliver efficiencies to licensees, their advisers and clients, by streamlining portfolio selection and maintenance. BT can help you source and implement a managed account solution that suits your business priorities enabling you to best take advantage of those efficiencies.

Choose the managed account option that best supports your unique business model and client types. Find out what’s best for you.

Access educational webinars, videos, white papers & resources to help you navigate the managed accounts maze.

Purpose built technology bringing you multiple options on one consolidated system. Contact a BT managed accounts consultant today.

To find out more about what’s involved in implementing managed accounts into your business contact us and we will help you choose your options and start your plan.

01. Separately Managed Accounts (SMAs)

BT Managed Portfolios

Professional IMs

BT Panorama’s “off the shelf” solution, with more than 50 different portfolios, offering a wide range of investment styles and asset classes.

Your solution if you don’t want to change to an MDA licence (an AFS licence which includes MDA capabilities).

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Licensee portfolios

An exclusive managed portfolio offer for your clients, with your practice, dealer group or an external investment manager creating and managing the models.

Your solution if you are looking to offer your own models without having to acquire an MDA licence.

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BT Managed Portfolios

02. Managed Discretionary Accounts (MDAs)

Tailored Portfolios

Licensee MDA

The full DIY solution, with your own MDA licence, using the tools on Panorama to build, manage and implement model portfolios for your clients.

Your solution if you want to create your own models, or use a professional investment manager to do it for you.

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3rd party MDA

DIY without having to acquire your own MDA licence, using an external MDA provider and the Panorama tools to build and manage your model portfolios.

Your solution if you want to create your own models, or use a professional investment manager to do it for you.

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Tailored Portfolios

03. You don’t have to be big to benefit from scale – get the right technology

  • BT Panorama's managed accounts solution has been developed with the compliance obligations of your business in mind. 
  • SMA and MDA structures are supported by portfolios managed by professional investment managers or bespoke portfolios for individual licensees. 
  • Our managed accounts options enables you to select a structure that best supports your unique business model and client types, through the one consolidated system.
  • Reduce your cost to service clients with a scalable wealth management solution, streamlining the construction and maintenance of your client portfolios. 
  • Access to scalable technology that supports all aspects of portfolio selection and maintenance.
You don’t have to be big to benefit from scale

Learn about managed accounts

  • White paper: The benefits of managed accounts

    Financial advisers focus more than ever on increased client engagement and practice efficiencies. How can managed accounts help you achieve these goals, and what benefits do advisers quote who already use managed accounts for their clients?

    Learn more

  • White paper: Know your options

    Managed accounts are gaining momentum. But how do they work, what types of managed accounts are there and what options work best for you and your clients?

    Learn more

  • Webinar: On-going client engagement model

    Managed accounts give your clients more transparency and control over their wealth. Find out how you can build stronger client relationships, by providing valuable investment education and detailed reporting.

    Watch the full webinar

  • Webinar: How to transition your business to managed accounts

    Managed accounts can help streamline the way how you provide financial advice to your clients however they need to be implemented properly to be successful. Find out what is required to move your business to managed accounts.

    Watch the full webinar

  • Webinar: Benefits of managed accounts for licensees and advisers

    From increased business efficiency, to compliance support and building stronger client relationships. Discover the types of managed accounts and the benefits they can deliver.

    Watch the full webinar

  • Webinar: How to market to managed accounts clients

    Managed accounts give your clients a different view on their wealth but how do you articulate the benefit of managed account to clients.

    Watch the full webinar

  • Webinar: How to structure your practice for managed accounts

    SMA, MDA, off-the-shelf, licensed or tailored? What is the best managed account option for your business? Get the answers and learn more about the ways how managed accounts work.

    Watch the webinar

To find out more about what’s involved in implementing managed accounts into your business contact us, and we will help you choose your options and start your plan.

* The Investment Trends 2017 Planner Direct Equities & Managed Accounts Report is based on an in-depth study of 474 financial planners, concluded in April 2017.

The Individually Managed Account service is provided to wholesale clients only by Westpac RE Limited ABN 80 000 742 478 AFSL 233717. This information has been prepared without taking into account your objectives, financial situation or needs. Because of this, you should, before acting on this information, consider its appropriateness, having regard to your objectives, financial situation and needs. The application of taxation laws depends upon an investor's individual circumstances. You should therefore seek professional advice on the taxation implication of investing through the products referred to on this page and should not rely on this information which should be used as a guide only.