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*
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.
^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.
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