BT Panorama's operating system delivers efficiency in the management of your clients investments, SMSFs and superannuation.
Need help?
Say hello to BLUE, your 24/7 virtual assistant. Select the Need help? Chat now icon on the right side of your page on panoramaadviser.com.au and ask your question in a few words.
Access your client's investment details for Managed Funds, BT Margin Lending and BT Employer Super Funds.
Register for our next webinar:
Thursday 21 March 2024 – 12:00pm AEDT
BT & Philo present: SMA / MDA / IMA – the key differences you should know
Today, managed accounts represent a large portion of industry fund flows, but many practitioners would struggle to explain the differences between these three structures.
This session will be CPD accredited.
In the coming months, BT Margin Lending will be rebranded to Westpac Margin Lending which will mean the BT Online secure portal will be replaced with the Westpac Margin Lending secure portal accessed via the Westpac website.
More information will be communicated to BT Margin Lending customers as the change date draws closer and updates will also be added to BT.com.au and the BT Online portal.
BT Super and BT Super for Life products were transferred to Mercer Super on 1 April 2023 and are no longer available.
For more information please visit mercersuper.com.au/bt or call 1800 682 525 Mon to Fri 8am – 7pm (AEST).
Log in to BT Panorama for these accounts:
Need help? Say hello to BLUE, your 24/7 virtual assistant.
Select the Need help? Chat now icon on the right side of your page on panoramainvestor.com.au and ask your question in a few words.
Log in to BT Online for these accounts:
Log in to Managed Accounts for your BT account managed by your adviser.