With BT Panorama's award-winning^ mobile app, advisers and clients can access their Panorama Investments account – anytime, anywhere.
^BT Panorama won ‘Best Mobile Platform’ in the Investment Trends 2020, 2019 and 2018 Platform and Competitive Analysis and Benchmarking Report and won ‘Planner Satisfaction with Mobile Access & App’ in the Investment Trends 2020, 2019 and 2018 Planner Technology Report.
Business overview dashboard – view a summary of your total funds under administration, active accounts, net flows and fees.
Search client account details, total portfolio balance and performance – all on one screen.
Drill down into market information for shares and managed funds in your clients’ portfolios, giving you a quick snapshot on the latest prices, asset performance and key information.
Buy, sell and track orders* for term deposits, managed funds, managed portfolios and listed securities.
Check environmental, social and governance sustainability scores for investments.
View clients' cash account summary, and make payments on behalf of clients to existing accounts, where authorised.
Fast sign in on the go with our new 4-digit passcode or fingerprint technology.1
View your cash account summary
Make payments and deposits
Add payee and BPAY®² accounts
View the transaction history of your BT Cash Management Account or transactional cash account
View scheduled transactions
View your total portfolio balance and performance by investment including any term deposit, listed securities, managed fund and managed portfolio investments
Review your quarterly or annual statements
1 Where your phone supports this technology
² Registered to BPAY Pty Limited ABN 69 079 137 518
This app is only available for BT Panorama advisers and investors. Internet connection is required to access the BT Panorama app. Normal data charges apply. Apple, the Apple logo, iPhone are trademarks of Apple Inc. Registered in the US and other countries. App Store is a service mark of Apple Inc. Android is a trademark of Google Inc. You must be an Australian resident to use this app.
Find out how BT Panorama can drive efficiencies for your practice.
BT Panorama is an innovative wealth management platform that seamlessly integrates with your business model, increasing efficiency and leaving you with more time to deliver value to your clients.
If you're already an adviser on BT Panorama, download the mobile app to access your account anytime, anywhere.