BT Panorama Ten Years

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.

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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.

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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.

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The future of advice: Where to from here?

The past decade has been one of transformation within the wealth management industry, marked by regulatory shifts, technological advancements and evolving investor preferences. As we mark 10 years of BT Panorama, it’s not only time for celebration and reflection but also a moment to consider this future of wealth management platforms in the years to come.

Article by Matt Rady, CEO BT Financial Group

Big picture thinking

From small steps to the big picture. Stories of financial advice practices that have grown with BT Panorama.

Making dreams happen

From dreamers to achievers: We meet Senior Client Service Specialist Leah Steele to find out why client service is an art form and how BT is helping Strategy First make financial dreams come true.

Strategy First

Leading the way

From supporter to strategic leader: Michael Hutton reflects on 25 years in wealth management and how BT Panorama is helping HLB Mann Judd’s wealth division lead the way.

HLB Mann Judd

Planning for the future

From accounting to planning: We talk to Tess Uncle about her journey into financial advice and how BT Panorama is helping Wybenga Financial deliver a different kind of planning.

Wybenga Financial

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

Career pathways emerge out of the QAR

We have a shortage of financial advisers in Australia as new entrants choosing careers in financial advice do not make up for experienced advisers leaving the industry.

Advice reaches an inflection point

The professionalisation of advice has set up advisers for success in the future, and they are central to solving the nationwide problem of providing better access to quality advice to more people.

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.

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.

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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