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.
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.
^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
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