You choose.

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

Panorama overview video: how Panorama can help your business

Managed Accounts

BT Panorama offers a range of managed account solutions designed to help efficiently establish and maintain client portfolios. Whether you want to offer your clients a managed portfolio from a professional investment manager or wish to construct your own portfolios - we can offer the solutions and support you need, delivered through smart, intuitive and scalable technology.

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Cash Management Account

The BT Cash Management Account which is at the core of Panorama’s investment solution, provides a fully integrated cash capability that allows your clients to make payments and receive income deposits.

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Term Deposits

Term Deposits have never been easier to manage. BT Panorama gives you a holistic view of what’s invested and full visibility of maturity dates, all 100% online. Clients can invest in a Term Deposit without the need for additional paperwork and no additional signatures. Choose from a range of interest rate options paid monthly, yearly or at maturity.

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500+ Managed Funds

Managed funds are an easy and convenient way to invest. You can access over 500 funds from more than 100 leading fund managers on BT Panorama. Plus there are no transaction fees.* Choose from a range of investment styles and asset classes through diversified, sector and specialist funds with ease.

* A buy/sell spread is charged by the product issuer

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ASX Listed Securities

Trade a wide range of ASX listed securities, including exchange traded funds, with real-time pricing information. Receive news on listed securities and other market updates through the Market Information dashboard, and manage corporate actions online in one dedicated place on Panorama.

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Integrated Life Insurance

BT Panorama now allows your clients to purchase our award winning1 BT Protection Plans through an Investment, SMSF or Super account.

 

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.

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Advance Asset Management

Advance Asset Management is a specialist asset management business within the BT Financial Group. Advance is one of the largest and fastest growing multi-managers in the Australian market, and a member of the Westpac Group. Advance stands distinct from its peers for its independent approach and thinking, ensuring industry leading risk management with consistent delivery of returns.

Our focus is on asset allocation, manager selection and risk management and our Funds are built around long-term strategic asset allocations, which ensure they are positioned to achieve their objectives taking into account future market conditions.

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