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

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

Built to support your chosen business model, your way.

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

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

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

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

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.

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.

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.

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

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?