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Find out how BT Panorama can drive efficiencies for your practice.
Reduce client servicing costs
Cut down the time you spend on administration and let technology transform the management of investment portfolios, SMSFs, super and insurance. BT Panorama is an award winning* wealth management platform offering a range of solutions. Watch our video to learn more.
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Speak to a BDM to see what the award winning* adviser platform, BT Panorama, can do for your practice or open your account with the registration forms.
Go Mobile with BT Panorama
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Ability to drill down into more detail for market information on shares and more
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New 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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Send consent requests, 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
Did you know?
2/3 of clients would like to keep interactions with their adviser entirely online2. BT Panorama's digital consent workflow can help streamline the approval process for a range of actions.
Managed Accounts
- Separately Managed Accounts (SMAs) gives you choice of over 50+ portfolios with different investment styles and asset classes.
- CoreSeries offers you investment and market insights from the SMAs team of experts.
- Managed Portfolios (SMA) – Licensees allows you to create your own portfolios without having to acquire an MDA license.
Portfolio Construction
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.
All on one platform
Investments, Super, SMSF and Insurance solutions all in one place.
BT Panorama Investments is a comprehensive investment offer for your investment and SMSF clients, delivering efficiency, simplicity, choice and flexibility. Watch the video to learn more.
BT Panorama Super brings you the investment and portfolio management benefits of BT Panorama Investments with integrated insurance, reporting and compliance management features. Watch the video to learn 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 | ✓ (20+) |
✓ | ✗ | ✓ (60+) |
✓ | ✓ |
| Full menu | ✓ (100+) |
✓ | ✓ | ✓ (650+) |
✓ | ✓ |
Current as at 8/05/2020
Connecting with accountants
BT Panorama supports secure sharing of information with a client’s accountant by providing:
- Read only access to view tax statements and generate on-demand reports
- Access to direct data feeds
- Connection to SMSF accounting software so advisers and clients can view externally held assets and other important SMSF information
Integrate Insurance
BT Panorama also allows your clients to integrate their insurance by purchasing BT Protection Plans through an investment, super or SMSF account.
Transparent Pricing
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 platform.
Calculate BT Panorama administration fees
Estimate BT Panorama administration fees if your clients have one or more accounts.
Sustainable Investing
Visibility of environmental, social and governance (ESG) ratings may help clients make choices about sustainable investing. Learn more.
Digital Consent
Reduces the time and effort involved for you and your clients when implementing their investment strategies. Learn more.
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*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. Number of advisers who have Managed Accounts and use Record of Advice (RoA) functionality are for BT Panorama only and are reported as at the month of February 2022. Adviser visits to the logged in section of the BT Panorama app from 1 Oct 2021 to 28th Feb 2022 and sourced from Adobe Analytics.
2. KPMG ‘Post-COVID-19: Insurance and wealth sector consumer trends’ report, 2020