WHY BTi?
More in-depth analysis, less repetitive work, oversight of client portfolios and integrated tools for financial advisers and portfolio managers. Five practical advantages for professionals who manage investments and client relationships every day.
ATTENTION TO DETAIL, FOR EVERY PORTFOLIO
A level of detail that is difficult to maintain across separate Excel spreadsheets.
Every portfolio deserves careful analysis of composition, exposures, risk, benchmarks and individual holdings. BTi brings the information you need to build and analyse portfolios into a more organised, repeatable process.
When you manage numerous clients, having a shared methodology and analytical tools in one place helps you maintain depth of analysis across all the portfolios you oversee.
Define portfolio composition and exposures using Portfolio Builder.
Explore quantitative risk measures and portfolio indicators.
Compare each portfolio with its benchmarks and asset allocation.
Use the available tools to explore portfolio efficiency.
LESS TIME SPENT ON REPORTS AND PRESENTATIONS
Reduce repetitive tasks and devote more attention to professional judgement.
Preparing for a client meeting can take time: gathering data, refreshing charts, rebuilding tables and presenting findings clearly. BTi brings portfolio analysis and visualisations together and provides reporting and export functions.
Start with information that is already organised and up to date, rather than preparing everything from scratch. Reports and documents still need to be reviewed and adapted to each client's circumstances.
Analyses and metrics available in the same workspace.
Ready-made views of portfolio composition and performance.
Use the reporting and export features available in the platform.
Reduce manual preparation and focus on your conclusions.
ALL YOUR CLIENT PORTFOLIOS AT A GLANCE
From a complete overview to the detail of each portfolio.
When you serve numerous clients, tracking separate portfolios across multiple files becomes inefficient. BTi provides an overview of the portfolios you monitor and lets you explore each one in detail, reviewing holdings and performance in a centralised environment.
After importing the data, BTi reconstructs the portfolio and updates its valuation using available market prices. Subsequent trades, contributions and withdrawals must be entered manually to keep that reconstruction accurate.
See all monitored portfolios at a glance.
Examine portfolio holdings, composition and results.
Available market prices are used to update instrument valuations.
Enter subsequent transactions manually to keep the reconstructed portfolio current.
YOUR ENTIRE WORKFLOW IN ONE PLATFORM
From market analysis to portfolio management, without constantly switching tools.
The work of a financial adviser or portfolio manager goes beyond individual transactions. You need to monitor markets, identify securities, compare opportunities, build portfolios and track them over time. When these tasks are split across different services, both data and processes can become fragmented.
BTi integrates Market Intelligence, quantitative models, equity and ETF screening, Portfolio Management and AI Market Navigator in one environment. Each function serves its own purpose while supporting a consistent workflow from initial research to ongoing monitoring.
Read market context, statistics and risk indicators.
Analyse equities, ETFs and alternative instruments using dedicated models.
Build, assess and monitor portfolios.
Query the available BTi information in natural language.
DIRECT SUPPORT AND TAILORED SOLUTIONS
More than a platform: a team that listens to your professional needs.
Every financial adviser and portfolio manager has different workflows and requirements. If you need a particular feature, indicator or way to display information, speak to us directly. We assess and develop tailored enhancements to meet practical professional needs.
Support is direct and practical. If you encounter a problem, you can contact people who know the platform. We aim to respond quickly, including outside standard office hours when the team is available.
Tell us what you need and we will assess how it could be developed within BTi.
Suggest indicators, views and analytical features that suit your workflow.
Speak to the team that develops and knows the platform.
Attentive, flexible assistance, including for urgent requirements.
CHOOSE YOUR BTi PLAN
Flexible plans to access BTi, from individual professional needs to tailored solutions for teams and organisations.
MONTHLY
For maximum flexibility when accessing BTi.
- Access to the BTi platform.
- Market intelligence and quantitative tools.
- Ideal for getting started without an annual commitment.
QUARTERLY
For more consistent use of BTi.
- Access to the BTi platform.
- Analysis and tools updated over time.
- An intermediate option for recurring use.
ANNUAL
For professionals looking to integrate BTi into their ongoing investment analysis workflow.
- Annual access to the BTi platform.
- Ideal for ongoing use.
- The most cost-effective plan over the long term.
CORPORATE
Tailored solutions for teams and organisations.
- Multiple user accounts for teams or organisations.
- Configurations tailored to professional needs.
- Commercial terms available on request.
Individual plans include a one-day free trial. The first payment is taken at the end of the trial unless you cancel during the free period. BTi provides analytical, research and market intelligence tools and does not constitute personalised financial advice.