Information for advice professionals only.

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

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 – over 290 portfolios 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

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.

BT Panorama ‘Experience Matters’ (60s)

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

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

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

Advanced tools on the go

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

  • 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

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.

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.

Managed portfolios BT CMA ASX listed securities Managed funds
Term deposits
In­sur­ance
Compact menu
(30+)

(50+)
Full menu
(140+)

(840+)

Current as at 14/02/2023

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.

Get started with BT Panorama

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

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

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

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
Reach out to one of our local BDMs for support