Simple

Simple for you and your clients with easy set up and client access.

Efficient

Efficient portfolio management leveraging the award-winning BT Panorama platform1.

All in one place

View and manage model portfolios from your adviser account on BT Panorama.


 

Take a closer look at adviser models, a simple, efficient portfolio construction solution that allows you to set up and manage model portfolios – all from your adviser account on BT Panorama.

What it’s like for you

  • Build model portfolios consisting of cash, listed securities (including ETFs) and managed funds.

  • Create a rebalance order and generate a Record of Advice – with records of the consent and ROA sent directly to Iress Xplan and automatically uploaded to client files (if you choose to).

  • View and manage model portfolios from your adviser account on BT Panorama.

What it’s like for your client

  • Transparency and visibility of their investments via their BT Panorama desktop or mobile app.

  • Consent to rebalance requests can be actioned from their BT Panorama desktop or mobile app.

1. Create a model portfolio

create model portfolio

2. Set up automated rebalance instructions

set up automated rebalance instructions



3. Link a client to the model portfolio

link a client to the model portfolio



4. Seek client consent

seek client consent



5. The client consents and the portfolio is actioned automatically

actioned automatically

  

Adviser models referred to as “Adviser portfolios” or “Adviser portfolio tools” in the relevant PDS.

1 BT Panorama – Winner: Best Technology Offering 2017, 2018 and 2019, Conexus Financial Superannuation Awards. The awards recognise excellence in the superannuation industry and an independent committee selects the winners. BT Panorama was also awarded best online business management according to the latest Platform Competitive Analysis and Benchmarking Report from Investment Trends (December 2018), with BT Panorama ranked first in a number of areas including mobile platform and client portal, and for cybersecurity as part of the Integration category. 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 a BT Panorama account. Awards and ratings are current at the time of publication but are subject to change.

This information is prepared by BT Portfolio Services Ltd ABN 73 095 055 208, AFSL Number 233715 (‘BTPS’) as operator and administrator of Panorama Investments and is dated September 2019. In this notice, BTPS is referred to as 'us', 'we' or 'our'. Westpac Financial Services Ltd ABN 20 000 241 127 AFSL 233716 (‘WFSL’) is the responsible entity and issuer of interests in BT Managed Portfolios. Westpac Banking Corporation ABN 33 007 457 141, AFSL and Australian credit licence number 233714 (‘Westpac’) is the issuer of the BT Cash Management Account (‘BT CMA’) and BT Cash Management Account Saver (‘BT CMA Saver’). Together, these products are referred to as the Panorama products. A Product Disclosure Statement or other disclosure document (PDS) for the Panorama products can be obtained by contacting BT on 1300 881 716 or by visiting btpanorama.com.au. You should obtain and consider the relevant PDS before deciding whether to acquire, continue to hold or dispose of interests in the Panorama products. BTPS and WFSL are subsidiaries of Westpac. Apart from any interest you may have in Westpac term deposit products, the BT CMA and the BT CMA Saver (which are deposits with and liabilities of Westpac) or Westpac securities acquired through Panorama Investments, an investment in, or acquired through, Panorama Investments is not an investment in, deposit with or any other liability of Westpac or any other company in the Westpac Group. Neither Westpac, nor any other company in the Westpac Group stands behind or otherwise guarantees the capital value or investment performance of your investment in Panorama Investments.