Information for advice professionals only.

Reasons to choose BT Panorama

  • Efficient portfolio design enables you to save time and tailor portfolios to meet your clients’ needs.

  • Online consent reduces the time and effort involved for you and your clients when implementing their investment strategies. 

  • Environmental, social and governance (ESG) ratings may help clients make choices about sustainable investing.

  • Access to BT Panorama anytime, anywhere with our award-winning mobile app*

Investment Trends award for Best Client Portal
Investment Trends award for Best Mobile Platform

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.

Hints, tips and resources for BT Panorama users

Access the latest product updates, training and client resources on the BT Panorama user hub. Also check out the latest hints and tips for Panorama users.

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Explore the range of managed account solutions available on BT Panorama.

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Drive efficiency with digital consent

2/3 of clients would like to keep interactions with their adviser entirely online1. BT Panorama's digital consent workflow can help streamline the approval process for a range of actions. 

Watch the digital consent workflow in action (1:44)

BT Wrap

Please note BT Wrap is closed to new investors from 1 March 2021.



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^BT Panorama had the fastest absolute growth among retail platforms over the 12 months to June 2019. Source: Plan For Life Platform Wrap June 2019 Report - Administrators view (excluding retail corporate superannuation).

*BT Panorama won "Best Mobile Platform" in the Investment Trends 2020, 2019 Platform and Competitive Analysis and Benchmarking Report.

The information shown on this site is general information only, it does not constitute any recommendation or advice; it has been prepared without taking into account your personal objectives, financial situation or needs and you should consider its appropriateness with regard to these factors before acting on it. Any taxation position described is a general statement and should only be used as a guide. It does not constitute tax advice and is based on current tax laws and our interpretation. Your individual situation may differ and you should seek independent professional tax advice. You should also consider obtaining personalised advice from a professional financial adviser before making any financial decisions in relation to the matters discussed hereto. © BT - Part of Westpac Banking Corporation.

1 KPMG ‘Post-COVID-19: Insurance and wealth sector consumer trends’ report, 2020