Our experience, your advantage.
With BT Panorama you can benefit from intuitive technology and a wide range of features to make the advice journey simpler for you and your clients. Your digital experience on the platform is backed by exceptional support from our dedicated customer service team.
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A market leader in managed accounts
Flexibility and quality are the hallmarks of our BT Managed Accounts offer. Your clients have access to a wide range of investment options from BT and other leading providers.
- Managed portfolios – over 290 portfolios across a range of investment styles and asset classes1.
- Tailored portfolios – with your MDA and our portfolio management tools, create and manage portfolios in a customisable solution.
- Adviser models – our simple construction solution allows you to set up and manage model portfolios with digital ROAs and client consent.
Experience BT Panorama
Our experience with compliance, security and technology has helped us build a platform that is a leader in the financial advice market. Discover how BT Panorama can deliver an enhanced advice experience.
Advanced tools on the go
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Intuitive search functionality allows you to access information quickly
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Ability to drill down into more detail for market information on shares and more
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Buy, sell and track orders for term deposits, managed funds, managed portfolios and listed securities (where applicable)
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View your clients' cash account summaries, and make payments to existing accounts on their behalf, where authorised
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Track the status of service requests you have in progress with us (client instructions)
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View messages and alert notifications
Digital-ready
With 2/3 of clients preferring online interactions with their adviser2, 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.
A complete picture of wealth
BT Panorama is designed for seamless integration and information sharing. Easily transfer key data between software including XPlan and popular accounting technologies for simple processing and reporting.
View and share tax statements and other important documents to deliver a complete picture of wealth and assets for your clients across their whole portfolio, including investments, SMSF and more.
Compact and full menus
The BT Panorama architecture is flexible to support clients’ needs ranging from simple to complex by offering the choice of either a compact or full menu.
| Managed portfolios | BT CMA | ASX listed securities | Managed funds |
Term deposits |
Insurance | |
|---|---|---|---|---|---|---|
| Compact menu | ✓ (30+) |
✓ | ✗ | ✓ (50+) |
✓ | ✓ |
| Full menu | ✓ (140+) |
✓ | ✓ | ✓ (840+) |
✓ | ✓ |
Current as at 14/02/2023
Connecting with accountants
Work seamlessly with your clients’ accountants using comprehensive SMSF tools and reports including:
- Fund establishment and administration
- Investment reporting
- Options for data feed or two-way data exchange
Insurance Options
Access a selection of insurance offers from market leaders to help you match clients with the cover they need.
Making dreams happen
From dreamers to achievers: We meet Senior Client Service Specialist Leah Steele to find out why client service is an art form and how BT is helping Strategy First make financial dreams come true.
Leading the way
From supporter to strategic leader: Michael Hutton reflects on 25 years in wealth management and how BT Panorama is helping HLB Mann Judd’s wealth division lead the way.
Planning for the future
From accounting to planning: We talk to Tess Uncle about her journey into financial advice and how BT Panorama is helping Wybenga Financial deliver a different kind of planning.
Additional information
*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. Not all portfolios offered on BT Panorama will be available to all clients.
2. KPMG ‘Post-COVID-19: Insurance and wealth sector consumer trends’ report, 2020
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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