Access the BT Panorama demo, try key features, drill into the details and see how BT Panorama can help make wealth management more efficient for you and your clients.
A simple and transparent administration fee. No additional trustee fees.
A choice of two menus: Compact and Full menus with the ability to group family accounts across both.
50+ managed accounts, 500+ managed funds, ASX listed securities and term deposits on the Full menu. Plus an integrated SMSF offer.
Establish, trade and manage client portfolios, all on one system – including our broad managed account capability.
Easily engage your clients with smart technology – client mobile app, real time reporting, integrated market information and an award-winning app.*
Reduce time spent on administration with digital consent, on-boarding and online corporate actions.
We’ve introduced a simple pricing structure for BT Panorama. Available to everyone.
Asset-based fee p.a.
0.15% p.a. on account balances up to $1 million, capped
Account-based fee p.a.
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. These fees relate to BT Panorama Investments and BT Panorama Super. Other fees and costs apply including Cash Account fees, expense recoveries and transaction fees. Refer to the Product Disclosure Statement or other disclosure documents for more information on fees and costs.