BTFG unveils app for advisers

17-Sep-2013

By Caitlin Scarr

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BT today released the BT Wrap Snapshot app, an iPad-friendly program designed to give financial advisers mobile access to their clients’ reports.

The app has taken 12 months to design and is a companion tool to the BT Wrap DeskTop.

BT Financial Group head of platforms Kelly Power said the app should enable financial advisers to better help their clients.

“Advisers want new ways to demonstrate more value to their clients and to eliminate paperwork. BT Wrap Snapshot has been designed to meet these needs,” Power said.

Advisers could personalise the app with dealer group logos and for individual practices, while having access to key reports and intuitive reporting, the Westpac-owned wealth manager said.

The app’s main features include access to key reports and information, note-taking functionality, personalisation of the app for advisers, and up to five years’ worth of data access. It also allows advisers to view information over different time periods and send secure emails.

Advisers who tested the app said it would help in the client review process, as clients could see their entire portfolio position through the one program.

The app is available from today on the iPad app store, and is free for advisers already registered with BT Wrap DeskTop.

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