Information for advice professionals only.

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.

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

Hints, tips and resources for BT Panorama users

Access the latest product updates, training and client resources on the BT Panorama user hub. Also check out the latest hints and tips for Panorama users.

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Learning lab

Enhance knowledge when implementing and managing pension payments, income distribution, cash strategies

BT is pleased to invite you to an exciting new training and education session designed to equip you with the latest knowledge on strategies for effectively managing Pension Payment, Income Distribution, Cash Strategies, and Recontribution Strategies in the new financial year.


Pension Payment Management: for managing pension payments, including tax implications, minimum payment requirements, and best practice when implementing strategies on BT Panorama

Income Distribution Strategies: explore various ways on managing income distribution in July tailored to the needs and objectives of different clients & what best practice looks like when implementing strategies on BT Panorama

Cash Strategies: gain insights into effective cash management techniques, including optimizing cash flow, identifying best methods for implementation on BT Panorama

This training session is conducted by professionals with extensive knowledge and practical experience in the field on support & implementation. It will provide you with valuable insights, practical tips, and real-life case studies when implementing with BT Panorama.

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)

Login to BT Panorama and click on the Year end tile on your homepage to access useful resources to help you prepare for year end.

Here you will find useful information to help you work with your clients in the lead up to 30 June and beyond.

Prices and performance for BT investment and superannuation products - includes unit prices, distributions, management costs, interest rates, fund performance and more.

We’ve introduced new pricing offers across each of our BT Platforms. Try our administration fee calculators today.

BT is committed to reducing the risk of financial crime on the businesses and clients who use our products and services. Learn more.

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