BT Panorama is the fastest growing platform in Australia1. Seamlessly integrated with your business model, it transforms the management of investment portfolios, SMSFs, super and insurance.

Introducing BT Panorama

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Forms & documents

Our range of adviser models and managed accounts enable you to save time and tailor portfolios to meet your clients’ needs.

Reduces the time and effort involved for you and your clients when implementing their investment strategies. 

Visibility of environmental, social and governance (ESG) ratings may help clients make choices about sustainable investing.

Save time while providing clients with transparency and visibility of their investments

Choose from a full range of portfolio construction solutions, depending on:

  • the level of discretion that you have over your client’s investments; and
  • the extent to which you want to centralise the management of your clients’ portfolios.
Portfolio constructions solutions

With the addition of adviser models to the suite of portfolio construction solutions, BT Panorama offers:

  • online (digital) consent;
  • integrated Records of Advice (RoAs) to financial planning software (Iress Xplan); and
  • periodic rebalancing.

Learn more about portfolio construction

Access BT Panorama anytime, anywhere using our award-winning2 mobile app

  • Business overview dashboard – view a summary of your funds under administration, active accounts, net flows and fees.

  • Search client account details, total portfolio balance and performance – all on one screen

  • Drill down into market information for shares and managed funds in your clients’ portfolios

  • Buy, sell and track investment orders3

  • Check ESG scores for investments.

Learn more about the BT Panorama mobile app

2. BT Panorama won ‘Best Mobile Platform’ in the Investment Trends 2019 and 2018 Platform and Competitive Analysis and Benchmarking Report and won ‘Planner Satisfaction with Mobile Access & App’ in the Investment Trends 2020, 2019 and 2018 Planner Technology Report.

3Where applicable for the asset type

Support for you, your business and your clients

Education


BT Academy gives you access to the latest practice insights and whitepapers, market news and eligible CPD events to keep you up to date.

Visit BT Academy

Virtual training


Instructional videos that help make using BT Panorama even easier. They illustrate the key platform features and demonstrate the processes, step-by-step.

Watch our video tutorials

Other resources for you & your clients

Access other resources, including forms, guides and brochures, that you and your clients can use to help you get started on BT Panorama.

Access other resources

Administration fees for BT Panorama Investments and BT Panorama Super

  • Asset-based fee             0.15% p.a. for account balances up to $1million, capped

  • Account based fee        $540 p.a. Full menu
                                          $180 p.a. Compact menu 

BT Panorama accounts can be combined with those of family members to potentially reduce the asset-based administration fees paid.

Note: Effective 1 April 2020 and until further notice, the transaction account balance will be temporarily excluded from the calculation of the administration fee payable on the transaction account portion of account.

Pricing is subject to change. Other fees and costs apply, including Cash Account fees, expense recoveries and brokerage fees. Refer to the Product Disclosure Statement or other disclosure documents for more information on fees and costs.

BT Panorama admin fee calculator screenshot

Compare BT Panorama administration fees

A guide to compare administration fees of BT Panorama to another patform. 

BT Panorama admin fee calculator screenshot

Calculate BT Panorama administration fees

Estimate BT Panorama administration fees if your clients have one or more accounts.

Our strength is built on BT's 50 years of experience.

Our account & data security comes from being owned, and invested in, by Australia's first bank.

We provide platform experience, product choice and superior adviser services.

Speak to a BDM

Find out how BT Panorama can drive efficiencies for your practice.

Register for BT Panorama

If your dealer group is al­ready reg­is­tered for BT Panorama, complete the adviser form.
Oth­er­wise, com­plete both forms.

Ad­viser reg­is­tra­tion form
Dealer group reg­is­tra­tion form

Call 1300 783 143

If you have a service enquiry, call us.
8:00am – 6:30pm Sydney time
Monday – Friday


1BT Panorama had the fastest absolute growth among retail platforms over the 12 months to December 2019. Source: Plan For Life Platform Wrap December 2019 Report - Administrators view (excluding retail corporate superannuation).

2BT Panorama won "Best Mobile Platform" in the Investment Trends 2019 Platform and Competitive Analysis and Benchmarking Report.

3Where applicable for the asset type

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

Speak to a BDM

Find out how BT Panorama can drive efficiencies for your practice.