Information for advice professionals only.

Enhance the advice experience

  • Save time and simplify the advice and investment process with digital workflows.

  • Investment options to suit every client with 290+* managed portfolios, 600+ managed funds and ASX-listed securities.

  • Advisers can access core platform functionality and tasks on the go with the BT Panorama mobile app.

  • Backed by a customer support team dedicated to helping your practice deliver a quality service, both on and off the platform.

Get started with BT Panorama

Support on demand for BT Panorama users

Our technical support team help our adviser community with 170+ presentations, 100+ technical resources and answers to more than 10,000 individual enquiries. You can also access tips, training and more on the BT Panorama user hub.

Learn more

Flexibility and quality are the hallmarks of our market-leading managed accounts offer.

Learn more.

Digital-ready

With 2/3 of clients preferring online interactions with their adviser1, it’s essential to offer a seamless and secure digital platform ecosystem. BT Panorama offers straight-through digital processing and consent for a whole range of advice tasks including onboarding, ROAs and managing investments and cash.

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

8:30am – 6:30pm
Monday – Friday (Sydney time)

Access a comprehensive list of forms, product disclosures and other resources.

Quickly get up and running with BT Panorama and watch 'How-to' videos, video tutorials and other adviser training modules.

Access our series of CPD accredited webinars, market reports, podcasts, whitepapers, videos and articles.

Additional information

^Not all portfolios offered on BT Panorama will be available to all clients.

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

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

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.


Download the BT Panorama app: Download on the App StoreGet it on Google Play

Let's talk about how BT Panorama can help you.

Call us on 1300 784 207
or
Reach out to one of our local BDMs for support