BT Panorama has the highest number of adviser relationships in the market1. Seamlessly integrated with your business model, it transforms the management of investment portfolios, SMSFs, super and insurance.
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BT Panorama won ‘Best Client Portal’, ‘Best Mobile Platform’ and ‘Best Business Management’ in the Investment Trends 2020 Platform and Competitive Analysis and Benchmarking Report.
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.
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.
The BT Panorama mobile app lets you take your business with you, with features including:
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View a summary of your total funds under administration, active accounts, net flows and fees from the business overview dashboard
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Search client accounts, and view total portfolio balance and performance details – all on one page
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Drill down into market information for shares and managed funds in your clients’ portfolios, for a quick snapshot of the latest prices, asset performance and key information
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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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View messages and alert notifications
Support for you, your business and your clients
Administration fees for BT Panorama Investments and BT Panorama Super
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Asset-based fee 0.15% p.a. for account balances up to $1million, capped
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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.
Compare BT Panorama administration fees
A guide to compare administration fees of BT Panorama to another patform.
Calculate BT Panorama administration fees
Estimate BT Panorama administration fees if your clients have one or more accounts.
Strength
Our strength is built on BT's 50 years of experience.
Security
Our account & data security comes from being owned, and invested in, by Australia's first bank.
Service
We provide platform experience, product choice and superior adviser services.
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Find out how BT Panorama can drive efficiencies for your practice.
More information
1 Investment Trends Adviser Technology Needs Report, May 2021.
2 BT Panorama won "Best Mobile Platform" in the Investment Trends 2020, 2019 Platform and Competitive Analysis and Benchmarking Report.
3 Where 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.