BT Panorama is an innovative wealth management experience, transforming the management of investment portfolios, SMSFs, super and insurance for you and your clients. It’s built around the way you work, designed to help make managing your business and your clients’ wealth more efficient.
See how BT Panorama is already supporting businesses like yours – every day.
BT built and supported, BT Panorama is a scalable wealth management solution that evolves with your business
BT Panorama utilises the best of modern technology enabling you and your clients to interact with the wealth platform where and when you choose
Paperless and signature free account opening, with the option to print and sign if preferred
Integrated market information customised for client portfolios with ability to share news and information in just one click
Work where you want with the BT Panorama mobile app giving access to key client information at a glance and trade all asset types on the go
Integrated with Westpac online banking
BT SMSF provides all client types on a single platform with the ability to see both assets held on Panorama and assets held externally in one dedicated place.
One platform supporting flexible investment, SMSF and super solutions for clients
One place to collaborate, transact and access intuitive and flexible reporting
Sourcing of best of breed partnerships
Flexible permissions and advice solutions, supporting advisers to offer different portfolio solutions during the client lifecycle
Ability to extend view access to a client’s accountant for ease of collaboration
Cover more clients with flexible insurance solutions
Multiple portfolio management and construction options, including access to professionally managed investment portfolios
Fast and efficient trading capability through our broker, UBS
Intelligent design streamlines key administrative tasks such as managing corporate actions online
Easy access to key information with intuitive dashboards and flexible real time reporting
A secure, online Document Library for all key Panorama information to store key documents
No transaction fees on managed funds
Single sign on to quote, apply and view on and off platform insurance policies with electronic quote and applications available on (LifeCENTRAL+) and BT’s insurance adviser site (LifeCENTRAL)
10% platform discount for insurance premiums paid directly from a Panorama account
*On the BT Panorama Investments and BT Panorama Super, badged versions may differ. 'Not all features are available across all versions of products.
BT Panorama Investments is a comprehensive investment offer for your investment, SMSF and super clients. Offering efficiency, simplicity, choice and flexibility.
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 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 Super supports you to efficiently manage a clients’ super portfolio from accumulation to pension phase. It brings you the investment and portfolio management benefits of Panorama Investments in a purpose-built solution, with integrated insurance, reporting and compliance management features.
*BT Panorama – Winner: Best Technology Offering 2017, 2018 and 2019, Conexus Financial Superannuation Awards. The awards recognise excellence in the superannuation industry and an independent committee selects the winners. Awards are opinions only, are not recommendations and are only one factor to be taken into account when deciding to acquire, dispose or hold interests in a BT Panorama account. Awards and ratings are current at the time of publication but are subject to change.