The following form allows you to search all of BT.

    Discover the benefits of BT Panorama, from your perspective.

    Advisers icon
    Advisers

    Smart technology transforming the way you manage your business – all in one place.

    Learn more
    Accountants icon
    Accountants

    Collaborate with advisers and clients. Connecting you simply and efficiently.

    Learn more
    Advised Investor icon
    Advised Investor

    A new wealth experience. One dedicated place to access all information and stay informed.

    Learn more

    Resources to help you educate clients and grow your business

    Visit the Knowledge Centre

    Market insights

    Golden gate bridge
    Economy 15 Aug 2018
    Monthly market commentary July 2018
    Despite a further rise in global bond yields, continued strength in the US dollar and concerns of escalating trade tensions between the US and China, global stock markets mostly pushed higher in July.
    4 min read
    newspaper
    Economy 26 Jul 2018
    Shifting investment themes and concerns in 2018
    5 min watch
    Cityscape
    Economy 16 Jul 2018
    Economic commentary June 2018
    3 min read
    Economy 21 May 2018
    Monthly Market Commentary - April 2018
    PDF 377 KB
    Read more market insight articles

    Client strategies

    Man with tailor
    Strategies 10 Jul 2018
    What changes with your client's SMSF as they move into retirement
    When your client has an SMSF, you may need to consider whether they want to continue to maintain their SMSF in retirement and how their Trust Deed is set.
    3 min read
    Woman hiking near waterfall
    Strategies 08 Jun 2018
    Effective super strategies for tax time
    4 min read
    Woman watering plant
    Strategies 12 Jul 2018
    Investing for income
    5 min read
    Dad shows daughter laptop
    Wellbeing 27 Apr 2018
    Helping clients protect their children
    3 min read
    /content/dam/public/btfg-bt/images/professional/knowledge-centre/client-strategies/managed-account-strategies/managed-accounts-investment-trends.png
    Platform Strategies 29 May 2018
    Model Portfolios for efficiency
    PDF 707 KB
    Read more client strategy articles

    Business resources
    Technology & Operations 27 Apr 2018
    Don’t fall foul of the fraudsters
    ​A fraudster may be cunning but they do leave clues. Our real-life case studies explain how fraudsters have targeted advisers’ clients and how they were able to stop the thieves in their tracks.
    5:37 min video
    Men in meeting
    Business Development 09 Jul 2018
    Taking care of the top 15%
    3 min read
    Meeting of two people in a cafe
    Strategies 27 Apr 2018
    Imagining the cognitive-assisted accountant
    3 min read
    generating next big idea
    Innovation 27 Apr 2018
    Generating your next big idea
    4 min read
    Lady at computer
    Business Development 09 Jul 2018
    Rules of engagement - client surveys
    3 min read
    Read more business resource articles

    Training webinars

    Man sitting in stairwell
    Perspectives 25 Jul 2018
    Making the move to managed accounts
    James Williamson, Millhaven Financial Services, shares his experiences of using managed accounts for his clients' investment portfolios.
    2 min read
    Managed Accounts Strategies 05 Jun 2018
    Webinar: Why managed accounts are the way forward for our business: An MDA pathway
    Margaret Mote on behalf of Bongiorno will discuss the approach their business took to review the managed account options and why they arrived at their MDA solution.
    1:04:54
    View more Managed Accounts webinars

    Support

    Get training and support to help you support your clients, from BT experts.

    Strength. Support. Scale.

    BT has been building Panorama, working with you leveraging smart technology and intuitive design and delivering an intelligent and simple solution. Putting you in control, helping you drive efficiency and manage your clients and your business. Your way.

    Advisers
    Call: 1300 784 207 Find a BDM
    Accountants
    Call: 1800 812 131 Find a Partnership Manager