Information for advice professionals only.

Backed by experience and scale

As one of Australia’s largest platform providers, BT has been investing in our offer and supporting the advice community for over 50 years. Our experience with compliance, security and technology have helped us build BT Panorama, a platform that is a leader in the financial advice market.

How can we help you today?

BT Panorama 10 years

For a decade, BT Panorama has focused on the adviser experience, evolving into one of Australia’s leading platforms, and the only one backed by Australia’s first bank.

Now, as we look to the future, we’re introducing initiatives to support the industry and its people, advocating for advice, championing diversity and investing in the next generation of advisers.

Choose from our market-leading range of flexible managed account solutions to save time and simplify tasks.

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

Access a wide range of investment options with 290+ managed portfolio options, 600+ managed funds and ASX-listed securities.

Investment Trends Best Mobile Platform and Best Client Portal in 2022, for the fifth year running.*

Digital workflows for onboarding, approvals, transactions, reporting, ROAs and more.

Group accounts across SMSF, trust, super and pensions for easier reporting and administration.

Your experience on the platform is backed by exceptional support from our customer service team.

BT Academy provides access to the latest ideas, trends and reports to help you realise new opportunities and assist with supporting your practice.

At BT supporting advisers is a central part of what we do and the BT Adviser Charter outlines how we are actioning that commitment. 

8:30am – 6:30pm
Monday – Friday (Sydney time)

Access a comprehensive list of forms, product disclosures and other resources.

Quickly get up and running with BT Panorama and watch 'How-to' videos, video tutorials and other adviser training modules.

Access our series of CPD accredited webinars, market reports, podcasts, whitepapers, videos and articles.

Let's talk about how BT Panorama can help you.

Call us on 1300 784 207
Reach out to one of our local BDMs for support

Additional information

*BT is a market leader with a market share of 17.2% across our platforms. Source: Plan For Life Platform Wrap Report, September 2022, excluding retail corporate super.

Awards are opinions only and are not recommendations and are only one factor to be taken into account when deciding to acquire, dispose or hold interests in BT Panorama. Awards are current at the time of publication but are subject to change.


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