BT Panorama provides one place to manage your clients' investments, SMSFs, super and insurance. It offers flexible technology that can adapt to you and your clients' needs, supporting you and your clients to manage their wealth all in one place.
Introducing Panorama
Key features
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One place for advisers, accountants and clients to collaborate, seamlessly
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An integrated solution for your investment, SMSF and super clients
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Built to support your chosen business model, your way
BT Wrap
Our market leading investment and superannuation platforms are designed for investors and advisers who want a single point of access to shares, managed funds, margin lending and insurance. Having a single point of control can help to reduce the administrative burden while the platform’s unique user experience makes tasks faster and easier. Consolidated reporting ensures advisers can easily keep across the client’s entire portfolio and streamlines tax time. We’re able to offer investors two different Wrap products: BT Wrap and BT SuperWrap.
Asgard
At Asgard we are committed to enabling financial advisers to give good advice. Everything we do is geared to providing you - and ultimately, your clients with a range of benefits. This includes simplified services, attractive product offers, customisable client solutions and back office efficiencies. It's all part of the Asgard advantage - continually providing great reasons for you to build your business with Asgard.
