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.

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. 

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.

Learn more

Portfolio valuations

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.

Prepare for year end with our dedicated adviser year end resources. 
 

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

Prices & performance

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

Fee calculators

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

Our team is here to help

 

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