Choose from a full range of portfolio construction solutions, depending on:
With the addition of adviser models to the suite of portfolio construction solutions, BT Panorama offers:
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
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.
A guide to compare administration fees of BT Panorama to another patform.
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.
Find out how BT Panorama can drive efficiencies for your practice.
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
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Find out how BT Panorama can drive efficiencies for your practice.