BT Panorama 10 years | BT Professional

Celebrating 10 years of building financial futures together

In 10 short years, BT Panorama has emerged as a leading wealth platform in Australia and a trusted companion in your financial advice journey.

We understand that experience matters, which is why our people are backed by deep expertise and committed to helping you provide exceptional service to your clients.

As we look to the future, we remain dedicated to supporting the industry, as we strive to innovate and empower advisers like never before.

Advocating for Advice

Through engaging webinars and podcasts on BT Academy and active participation in the Quality of Advice Review, advisers can gain the insights needed to navigate regulatory changes with confidence.

Learn more

Empowering every voice

Our HerAdvice podcast series and mentoring program fosters inclusivity, elevates diverse voices and perspectives and empowers the next generation of leaders, shaping a more vibrant financial advice industry.

Learn more

Investing in the next generation

By partnering with Striver through a series of events and educational resources we’re engaging with aspiring professionals to ignite their potential and kickstart successful careers in financial advice.

Learn more

How BT Panorama supports advisers

Learn more about BT Panorama’s market-leading features and digital tools used by over a third of Australia’s financial advice professionals today:

Award-winning mobile app

Digital experience

Robust security

ROA and digital consent

BT Academy

Managed accounts

Service Request Tracker

Award-winning customer service

News we'd like to share

BT Adviser Forum webinars - Platforms

Key changes across the platform landscape, including the latest features and functionality you can implement in your business to help achieve your business goals.

HerAdvice podcast series - Ep 6

Sarah Conte of BT’s Advice Technical & Regulatory team chats with Christine Lusher from Lush Wealth about the role financial advisers can play in closing the gender pay gap.

Striver partnership

Our vision at BT is to help quality financial advice thrive. That's why we're working with Striver to help attract, engage and retain the next generation of financial advice professionals.

Are we headed for better days?

A lot has been discussed in the first quarter of 2024. There have been discussions on the Quality of Advice Review, adjustments to tax cuts and changes to contribution caps.

Celebrate with us

As a thank you to our valued BT Panorama and Asgard account holders, enjoy an extra 10% discount on 10 selected offers available through our customer benefits program.

BT Benefits Now is a program that gives BT Panorma and Asgard, investors, advisers and support staff access to a range of offers, special deals and discounts on the everyday things; from flowers to retail therapy.

As a BT Panorama user, you can take advantage of the full range of benefits available to you by signing in to your Panorama or Asgard account.

Experience BT Panorama

Discover how BT Panorama can deliver an enhanced advice experience by requesting a call back from a BDM or register for BT Panorama.

Get started with BT Panorama

Register for BT Panorama

Important information

Information current as at 23 April 2024.

This Information provided in relation to the BT Benefits Now program contains material provided directly by third parties and is given in good faith and has been derived from sources believed to be accurate at its issue date. It should not be considered a comprehensive statement on any matter nor relied upon as such. While such material is published with necessary permission, no company in the Westpac Group accepts responsibility for the accuracy or completeness of, or endorses any such material. Except where contrary to law, we intend by this notice to exclude liability for this material.For questions related to the BT Benefits Now programme please contact via email: btbenefitsnow@btfinancialgroup.com.

Westpac Group means Westpac Banking Corporation ABN 33 007 457 141.

BT Panorama won ‘Best Mobile Platform’ in the Investment Trends Platform Competitive Analysis and Benchmarking Report from 2018 to 2022.
Winner - Service Excellence in a Medium Contact Centre at the CSIA Australian Service Excellence Awards
https://www.bt.com.au/about-bt/bt-financial-group/overview/awards.html