BT Learning Lab webinar series - Your guide to successfully transitioning to managed portfolios with BT Panorama


Information for advice professionals only.

In this session, we’ll arm you with the knowledge and tools needed for a seamless transition to Managed Portfolios with BT Panorama.

This will be a collaborative session hosted by the BT Enablement Team with special guests Jason Brown, Head of Platform Distribution and Zac Leman, Head of Managed Accounts.

In this session we will cover;

  • How BT Panorama can support you - We’ll reveal the game-changing aspects of BT Panorama that will revolutionise your practice. Learn how the platform addresses crucial challenges and discover its high-level features that empower you to succeed.
  • 5 Steps to successfully implement a transition - We’ll guide you through the end-to-end journey of transitioning with BT Panorama. Gain valuable insights into each step and explore the powerful tools at your disposal to ensure a smooth process.
  • Implementing each step on BT Panorama - We share an in-depth exploration of how to implement on BT Panorama. the roles and responsibilities for a seamless integration into your practice. 
  • Years of experience in transformation & change support - Learn about the ongoing support available to your practice. Benefit from the years of experience in transformation and change management to thrive in this dynamic landscape of running a successful transition. 

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The views expressed in this webinars are those of the presenters alone unless otherwise quoted, and do not reflect the views or policy of any company in the Westpac Group. The webinar is for adviser use only. They must not be made available to any retail client and any information in them must not be communicated to any retail client or attributed to any entity in the Westpac Group. The information in these webinars is provided solely as general information. The webinar recordings are being shared with the prior written consent of our industry partners.