Your perspective

Intuitive, intelligent and flexible.

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.

Have questions? We’re on hand to assist with your business and your clients.
  • 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

Portfolio valuations
  • 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.

Portfolio valuations
  • 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

Growing your SMSF portfolio
  • 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.

Stay on track

Investment solution

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

  • BT Cash Management Account
  • Multi-branded Term Deposits
  • 500+ Managed Funds
  • ASX Listed Securities

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.

  • Structures to suit your business
  • Purpose-built technology
  • Support from experts
  • Educational Resources

SMSF solution

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.

Super solution

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.

Our Business Development Managers are here to help