BT Panorama training

How-to videos, training webinars and video tutorials so you can use the breadth of features and functionality available on BT Panorama.

Pictured: Lachlan Burgess, Associate Subject Matter Expert, BT Financial Group

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Choose learning pathways ranging from navigating BT Panorama, client onboarding, transactions, reporting, super, digital consent, advice fees and more. Watch an overview of the available training in this video and explore further support options.

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New to BT Panorama? View our quick start training or register for BT Panorama training.

BT Learning Lab series

Access our training and education webinar series designed to equip you with practical tips, and valuable insights to support your use of BT Panorama.

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Investments and reporting

A series of recorded webinars and videos providing instructions or explanations of key tasks related to investing a client’s assets or reporting on their portfolio.

Digital consent

BT Panorama's digital consent workflow reduces the administrative effort with the approval process for a range of actions including, opening a bank account, investment orders, corporate actions and advice fees.