Information for advice professionals only.

Award Winning Adviser Platform

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

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.

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

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

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

Discover how managed accounts can bring efficiencies to your business.

Learn more.

Pictured, Zac Leman, Head of Manged Accounts, BT Financial Group

 

6,081
Advisers using BT Panorama1

238,533
BT Panorama Account Holders1

$107.8 billion
funds under administration and management1

BT Adviser Charter

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

A digital marketing guide for financial advisers

Throughout the guide you'll find practical resources and tools to help you make your day-to-day digital marketing activities more efficient, learn more.

10 Aug 2022
The Morning Report provides a concise summary of economic and financial market developments over the previous 24 hours.
18 Jul 2022
The monthly market and economic chart pack from BT’s Investment Solution team provides a comprehensive illustration of economic and financial market performance.
11 Aug 2022
The Asset Class Performance report illustrates 30 years of market returns, identifying key market events and how each asset class has performed.
11 Aug 2022
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.

If you have a service enquiry, call us.

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

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

Access our series of CPD accredited webinars, along with other market reports, podcasts, whitepapers, videos and articles to keep you up to date. 

Want to know more?

Call us on 1300 783 143
(Mon-Fri 8:00am-6:30pm,
Sydney time)

Follow BT Academy on LinkedIn

Start the day with our morning economic report, market insights and more.

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.