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    A new wealth experience

    Smart technology transforming the way you manage your business. Delivered through functionally intuitive design and an elegantly simple solution.
    One Place

    One place for advisers, accountants and clients to collaborate, seamlessly.
    Integrated

    An integrated solution for your investment, SMSF and super clients.
    Adaptive

    Built to support your chosen business model, your way.

    Benefits by role

    Explore Panorama from your perspective.
    Ad­vis­ers

    Smart technology transforming the way you manage your business – all in one place.
    Ac­coun­tants

    Collaborate with advisers and clients. Connecting you simply and efficiently.
    Advised Investors

    A new wealth experience. One dedicated place to access all information and stay informed.

    Benefits by solution
    Investments

    BT Panorama Investments is a comprehensive investment offer for your investment, SMSF and super clients. Offering efficiency, simplicity, choice and flexibility.
    SMSF

    BT Panorama SMSF is a new way to manage your clients’ SMSFs more efficiently. Advisers and accountants can collaborate to set up clients’ SMSFs online, invest their super and help administer their fund and keep it compliant – all in one place.
    Managed accounts

    BT Panorama delivers efficiencies to licensees, their advisers and clients, by streamlining portfolio selection and maintenance. BT can help you realise the benefits for your business.
    Super

    BT Panorama Super supports you to efficiently manage a clients’ super portfolio from accumulation to pension phase.


     

     

    Experience BT Panorama for yourself

    Access the BT Panorama demo to see how if can help drive efficiency in managing your clients’ portfolios.

    Try the BT Panorama demo
    BT Panorama demo screenshot

    Strength. Support. Scale.

    BT has been building Panorama, working with you leveraging smart technology and intuitive design and delivering an intelligent and simple solution. Putting you in control, helping you drive efficiency and manage your clients and your business. Your way

    Sustainable investing

    BT Panorama features to help you indentify and deliver sustainable investment advice

    When we know better, we have the power to do better.

    A critical factor in the financial performance of investments is the ability to identify drivers of the expected risk and return of investments. The more you know, the more rewarding investing can be.

    Sustainability scoring on BT Panorama is an additional tool that allows you to access further information on listed companies and managed funds in relation to environmental, social and governance (ESG) factors. All designed to provide you with deeper research and greater insight.

    Have you heard about Managed Accounts now offered through BT Panorama?
    Request a callback Call 1300 784 207

    Forms & disclosure

    Panorama Investments

    BT Cash Management Account and BT Cash Management Account Saver

    Panorama Super

    More information