Find out how BT Panorama can drive efficiencies for your practice.
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.
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.
Ability to drill down into more detail for market information on shares and more
New 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)
Send consent requests, view your clients' cash account summaries, and make payments to existing accounts on their behalf, where authorised
View messages and alert notifications
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.
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:
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.
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
BT Panorama supports secure sharing of information with a client’s accountant by providing:
BT Panorama also allows your clients to integrate their insurance by purchasing BT Protection Plans through an investment, super or SMSF account.
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 platform.
Estimate BT Panorama administration fees if your clients have one or more accounts.
Visibility of environmental, social and governance (ESG) ratings may help clients make choices about sustainable investing. Learn more.
Reduces the time and effort involved for you and your clients when implementing their investment strategies. Learn more.
Start the day with our morning economic report, market insights and more.
*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