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    BT Panorama has been recognised as the Best Mobile Platform and Best Client Portal in 2021 by Investment Trends, for the fourth year running.* 

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    Managed accounts

    Our range of adviser models and managed accounts enable you to lower operational costs with back book efficiencies and provide transparency of client's investments.

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

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    6,081
    Advisers using BT Panorama1

    59% icon

    238,533
    BT Panorama Account Holders1

    52% icon

    $107.8 billion
    funds under administration and management1

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    Latest from BT Academy

    Tech talk
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    When can a client access their super under the retirement condition of release

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    Home care

    20 May 2022

    Are recontribution contributions strategies back in vogue?

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    30 Jun 2022

    Morning Report

    The Morning Report provides a concise summary of economic and financial market developments over the previous 24 hours.
    22 Jun 2022

    Monthly market and economic chart pack

    The monthly market and economic chart pack from BT’s Investment Solution team provides a comprehensive illustration of economic and financial market performance.
    08 Jun 2022

    Quarterly asset class performance

    The Asset Class Performance report illustrates 30 years of market returns, identifying key market events and how each asset class has performed.
    08 Jun 2022

    Quarterly bull & bear market charts

    The Bull and Bear Market chart illustrates how the S&P500 and the Australian All Ords have performed over the last 80 years. Specifically identifying periods of market growth and market decline.

    Gain deeper insights with our whitepapers
    31 May 2022

    How have other practices implemented managed accounts?

    16 Feb 2022

    Whitepaper: Embracing digital technology for better client engagement

    16 Jun 2021

    Whitepaper: BT 2021 UK Study Tour

    20 Apr 2021

    Whitepaper: Transitioning to an AFSL

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    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.

    1. Number of advisers, accounts and funds under administration or management are for BT Panorama only and are reported as of December 2021 quarterly figures.