A platform or a 'wrap' account combines all of your listed securities, managed funds, shares, insurance and superannuation into one account, eliminating some of the administrative burden and paperwork that usually comes with managing a number of individual investments separately.
Panorama is a new wealth experience. One dedicated place to access your investment portfolio, investment information and comprehensive investment reporting. Creating efficiencies for you and your adviser, in the way your wealth is managed.
Since 1969, our business has been built on the expertise and innovation of our investment specialists. Today we help thousands of customers find the investment solutions that suit their personal needs, goals, life stage and tolerance for risk.
Depending on the kind of support you’re looking for, BT has a range of experts, from investment managers through to our team of financial advisers. We know that investing can seem daunting but sometimes all it takes is support you can trust to set you on a path to success.