Cash Management Account
BT Managed Portfolios on BT Panorama
Listed securities and ETFs
Wholesale Plus Funds
Cash and Term Deposits
Managed accounts - CoreSeries
Online share trading5
1 This includes investment options across the BT Panorama, BT Wrap and Asgard platforms.
2 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 Panorama products. Awards are current at the time of publication but are subject to change. A complete list of awards for BT products and services (including BT platforms) is available at bt.com.au.
3 Advice professionals can subscribe to BT Academy to get access to economic updates, market news and practice insights from in-house BT technical experts, as well as experts from the broader industry.
4 Challenger annuities are only available via BT Panorama.
5 The Compact Menu does not offer listed securities (Australian shares and ETFs).
BT Panorama provides one place to manage your clients' investments, SMSFs, super and insurance. It offers flexible technology that can adapt to you and your clients' needs, supporting you and your clients to manage their wealth all in one place.
BT Wrap removes much of the administrative burden of maintaining and transacting on a client’s portfolio, allowing advisers and their practice teams to spend more time on revenue generating activities.
Asgard eWRAP provides you with a total solution to help you manage your clients’ accounts and execute a variety of financial strategies.
Asgard Infinity Wrap
Infinity eWRAP starts with a low cost Core offer and provides a range of optional features so you can customise the platform to suit your client’s specific needs.
Note - Investment related articles from BT Adviser Academy may be included here on the page – refer to https://www.bt.com.au/professional/knowledge-centre/client-strategies/investment-strategies.html for example articles which may be used.
1 The only Claims team awarded a C-MAP A* Mark of Excellence from 2011–2017. Winner of the 2016 AFA/Beddoes Institute Customer Choice Awards for Best Claims Assessment Process, Best Ongoing Claims Management, Best Total Customer Experience. Ranked number one for Underwriting by Investment Trends – Planner Risk Report 2016. Winner of the AFA/Plan for Life 2016 Platinum Award - Life Company of the Year and Income Protection Insurance Award: Income Protection Plus.