BT Panorama Investments is a comprehensive investment offer for your investment and SMSF clients, offering you efficiency, simplicity, choice and flexibility.
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.
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.
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.
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
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.
BT Panorama can be linked to a range of market leading insurance offers available through an Investment, SMSF, or Super account.
2/3 of clients would like to keep interactions with their adviser entirely online1. BT Panorama's digital consent workflow can help streamline the approval process for a range of actions.
Find out what investment options are available on BT Panorama.
1 KPMG ‘Post-COVID-19: Insurance and wealth sector consumer trends’ report, 2020