Enhance your client review experience with BT Wrap Snapshot for iPad. BT Wrap Snapshot is the next step in the future of client reporting, with an innovative design that brings the client review process to life As a registered BT Wrap adviser you can now exclusively access your client’s portfolio information using three of the most downloaded Wrap reports directly on an iPad, without the need for bulky paper reports. The app can also be personalised with your business logo in just a few clicks.
As a registered BT Wrap adviser you can access:
•3 levels of information: Portfolio, Sector, Asset Level
•3 reports: Performance, Asset Allocation and Cash Summary
•Up to 5 years worth of data (where applicable)
•Note taking functionality and encrypted email to any email address
•Personalised report view with ‘Upload your logo’ function
•Adjustable time period for reports
You can access a user video, FAQ’s and more information on the app by visiting our support page at www.bt.com.au/btwrapsnapshot.
User requirements
Please note: You must be a registered financial adviser with a current User ID and Password for the Wrap DeskTop to use this application. We also recommend you download client data using 3G/4G or Wi-Fi before your scheduled meetings to ensure you have the most up to-date information for your client. This app works on iPad 2 models and above. We suggest you download the most recent version of OSX for this application to work effectively. You must be running version 6.0 or above.
Disclaimer
The data shown on this application is taken from the Wrap DeskTop as at the Report date.
The information has been prepared without taking account of 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 information shown in the reports is given in good faith and has been derived from sources believed to be accurate at the report request date. However, it is general information only and should not be considered a comprehensive statement on any matter nor relied upon as such. No company in the Westpac Group nor any of their related entities, employees or directors gives any warranty of reliability or accuracy or accept any responsibility arising in any other way including by reason of negligence for error or omissions. This disclaimer is subject to any requirements of the law. This communication may contain financial product advice and has been prepared for use by advisers only. It must not be made available to any retail client or attributed to any entity within Westpac Banking Corporation.