How to set up your BT Panorama account, your client’s account, update your client’s details, carry out trades or transactions and reporting.
Quick start guide for new users has tips on how to onboard new clients, access client reports and learn how to use the digital consent functionality.
An overview of the mobile app functionality that can be used by an adviser or an investor.
Our welcome video assists clients with completing some day-to-day account activities.
Access an account implementation checklist for super and pension.
How to register your clients on BT Panorama.
Access an account implementation checklist for investments.
Introduce BT Panorama to your clients.
Short training courses to help you get the most out of BT Panorama.
Access BT's virtual assistant, Blue, for all common queries, new help tutorials and a comprehensive help section.