BT Panorama Super helps you to efficiently manage a client's super portfolio from accumulation to pension phase. It’s a purpose built super solution, featuring investment and portfolio management, integrated insurance, reporting and compliance management.


Draw on the investment and portfolio management benefits of Panorama Investments and access a transactional account along with a range of investments:
- Term deposits
- Managed funds
- Managed portfolios 
- Listed securities


A selection of competitive, compliant, best in market insurance providers are available on BT Panorama allowing you and your clients to select the insurance cover most suitable to meet their needs.

A consolidated view

Easy and efficient

A single view of all key information at a glance, with dashboards that are flexible and easy to read, an account overview snapshot tailored by account type, and real-time reporting.

Simple setup

Easy and streamlined

Opening an account and transitioning clients from accumulation to pension phase is easy and streamlined. Simply setup clients with a new account online, and maintain their account number and tax components when transitioning in full from accumulation to pension.

Rich online functionality

All in one place

Manage everything online from the initial application and rollover initiation to personal tax deduction notices, beneficiary nominations and pension commencement. Set up clients with access to make payments or contributions from linked accounts, or schedule a contribution or pension payment on any date at the frequency preferred by the client.

Efficient portfolio management

Choice and flexibility

Leverage the investment and portfolio management benefits of Panorama Investments and provide your clients with access to a broad range of investment options.

Drive efficiency with digital consent

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. 

Watch the digital consent workflow in action (1:44)

Access our new practical and engaging training courses to help you get the most out of BT Panorama. This training is delivered on our new interactive training portal that allows you to complete courses in a logical sequence and track your progress along the way.

BT Academy gives you access to the latest podcasts, practice insights and whitepapers, market news and eligible CPD events to keep you up to date.

Access a comprehensive list of forms, product disclosures and other resources to help you get the most out of our products and platforms. 

Find out how BT Panorama Super allows you to efficiently manage your clients’ super portfolios.

If your dealer group is al­ready reg­is­tered for BT Panorama, complete the adviser form.
Oth­er­wise, com­plete both forms.

Ad­viser reg­is­tra­tion form
Dealer group reg­is­tra­tion form

If you have a service enquiry, call us.
8:30am – 6:30pm Sydney time
Monday – Friday

3 KPMG ‘Post-COVID-19: Insurance and wealth sector consumer trends’ report, 2020

 

Speak to a BDM

Find out how BT Panorama Super allows you to efficiently manage your clients’ super portfolios.