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    Increase efficiency and client value with online consent, ESG scoring, our award winning mobile app and more.

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    Introducing BT Panorama

    BT Panorama is the fastest growing wealth management platform in Australia^. Integrated with your business model, it can transform the management of investment portfolios, SMSFs, super and insurance.

    Reasons to choose BT Panorama

    • Efficient portfolio design enables you to save time and tailor portfolios to meet your clients’ needs.

    • Online consent reduces the time and effort involved for you and your clients when implementing their investment strategies. 

    • Environmental, social and governance (ESG) ratings may help clients make choices about sustainable investing.

    • Access to BT Panorama anytime, anywhere with our award-winning mobile app*

    Investment Trends award for Best Client Portal
    Investment Trends award for Best Mobile Platform
    Investment Trends award for Best Online Business Management

    BT Panorama won ‘Best Client Portal’,  ‘Best Mobile Platform’ and ‘Best Business Management’ in the Investment Trends 2020 Platform and Competitive Analysis and Benchmarking Report.

    Learn more about BT Panorama

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    Migrating from BT Wrap to BT Panorama?

    Visit the migration Hub for all the latest updates and resources you need as we prepare to migrate to BT Panorama.

    Stay informed with BT Academy

    Register for webinars, listen to technical podcasts or access news and practice management insights.
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    Webinar: Does Kevin Bacon need an SMSF?

    This presentation will focus on; strategies that are available to an increased SMSF membership, administrative issues to consider and the pros & cons of existing SMSFs increasing their membership.
    Webinar
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    Tech Know - Recent ATO rulings of importance for SMSFs

    Today’s podcast focuses on the ATO Law Companion Ruling on the Non-arm’s length income – expenditure incurred under a non-arm’s length arrangement and the ATO draft consolidation outlining proposed changes to Tax Ruling 2010/1 that explain the interactions between non-arm’s length income provisions and the rule around superannuation contributions.
    Podcast & PDF
    2 men talking

    Whitepaper: BT 2021 UK Study Tour

    The advice gap, impact of regulation, intergenerational transfer of wealth and the role of new technologies were just some of the main themes explored during the UK Study Tour. This paper unpacks some of the ideas and themes that were addressed.
    Article

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    Flexible solutions for your clients

    Managed accounts

    Our range of adviser models and managed accounts enable you to save time and tailor portfolios to meet your clients’ needs.

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    Super & SMSF

    Meet your clients' retirement needs with our super and SMSF solutions that can be integrated with your business model. 

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    Investments

    Access over 2,000 investment options plus broad investment management and asset management capability.

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    Insurance

    A comprehensive range of insurance solutions covering life insurance, general insurance and lenders mortgage insurance.

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    ^BT Panorama had the largest absolute $ FUA growth among retail platforms over the 12 months to June 2020. Source: Plan For Life Platform Wrap June 2020 Report - Administrators view (excluding retail corporate superannuation).

    *BT Panorama won ‘Planner Satisfaction with Mobile Access & App’ in the Investment Trends 2020, 2019 and 2018 Planner Technology Report and won "Best Mobile Platform" in the Investment Trends 2019 Platform and Competitive Analysis and Benchmarking Report.

    The information shown on this site is general information only, it does not constitute any recommendation or advice; it has been prepared without taking into account your personal objectives, financial situation or needs and you should consider its appropriateness with regard to these factors before acting on it. Any taxation position described is a general statement and should only be used as a guide. It does not constitute tax advice and is based on current tax laws and our interpretation. Your individual situation may differ and you should seek independent professional tax advice. You should also consider obtaining personalised advice from a professional financial adviser before making any financial decisions in relation to the matters discussed hereto. © BT - Part of Westpac Banking Corporation.

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