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The following form allows you to search all of BT.

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    BT Panorama

    A platform experience backed by industry experts and tested, smart technology.

    This information is intended for financial services professionals only. Potential investors should not use this for the purposes of making a decision about financial products or services.

    This information is intended for financial services professionals only. Potential investors should not use this for the purposes of making a decision about financial products or services.

    Are you a financial services professional?

    Yes No

    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.

    Learn more

    BT Panorama Login

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    • BT Panorama User Hub

    Award winning technology and customer service

    Investment Trends awards - Best Wrap Platform
    Investment Trends awards - Best Client Portal and Mobile Platform
    Australian Wealth Management Awards
    Investment Trends awards - Best Client Portal
    Chant West awards
    Investment Trends awards - Best Mobile Platform
    CSIA awards
    Financial planning and investment platform

    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 – an extensive menu 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.

    Explore managed accounts from BT Panorama

    Meet our Managed Accounts Investment partners

    A snapshot of the investment managers you can find on BT Panorama.

    View our full list of investment managers
    Meet the investment manager video series.

    Stay safe and secure with BT

    Cyber Crime

    BT Panorama utilises advanced security features like two-factor authentication and real-time monitoring. With support from Westpac group's enterprise security risk management system, BT Panorama offers robust protection against cyber and financial crime threats for your business and clients. Access practical strategies and information via our cyber and financial crime hub.

    Explore our cyber and financial crime hub

    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.

    Request a call back Register now
    BT Panorama ‘Experience Matters’ (60s)
    Digital ready

    Digital ready

    Digital workflows for onboarding, approvals, transactions, reporting, ROAs and more.

    More choice

    More choice

    Investment options for every client with 290+ managed portfolios, 600+ managed funds and ASX-listed securities.

    Whole-of-wealth view

    Whole-of-wealth view

    Group accounts across SMSF, trust, super and pensions for easier reporting and administration.

    Advanced tools on the go

    • Intuitive search functionality allows you to access information quickly 

    • Ability to drill down into more detail for market information on shares and more

    • Buy, sell and track orders for term deposits, managed funds, managed portfolios and listed securities (where applicable)

    • View your clients' cash account summaries, and make payments to existing accounts on their behalf, where authorised

    • Track the status of service requests you have in progress with us (client instructions)

    • View messages and alert notifications

    Financial planning and investment platform
    Explore features in the BT Panorama mobile app

    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.

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

    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.

    Menu Managed portfolios Adviser portfolios Tailored portfolios Cash/
    Transaction account
    ASX listed securities Managed funds Term deposits In­sur­ance
    Compact menu ✓ 60+ ✓ ✗ ✓ ✗ ✓ 60+ ✓ ✓
    Full menu ✓ 170+ ✓ ✓ ✓ ✓ ✓ 850+ ✓ ✓

    Current as at 28/05/2025

    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.

    Big picture thinking

    From small steps to the big picture. Stories of financial advice practices that have grown with BT Panorama.
    Strategy First: Making dreams happen

    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. 

    Strategy First
    HLB Mann Judd: Leading the way

    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.
     

    HLB Mann Judd
    Wybenga Financial: Planning for the future

    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.
     

    Wybenga Financial

    Get started with BT Panorama

    Request a call back Register now

    We are here to help

    Call 1300 784 207

    Call 1300 784 207

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

    Forms & disclosures

    Forms & disclosures

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

    Tutorial videos

    Online training

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

    BT Academy

    BT Academy

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

    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

    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
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    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. The issuers of the products named on this website can be found in the relevant disclosure document. Read the disclosure documents for your selected product before deciding. Target Market Determinations for our products can be found here. 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.

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