BT Panorama has a range of support materials available to help you use Panorama efficiently and to help get your questions answered. From online training, video tutorials and our virtual assistant, we’re here to help you get the most from BT Panorama.
25 July 2022 - New insurance providers are now available on BT Panorama
22 July 2022 - The closure of BT Protection Plans (BTPP) from 1 August 2022
For most advice practices the year end busy period does not stop on 30 June, so we will continue to focus both on the service and resources we provide to you to help you get through this busy period.
We’ve increased capacity in our Adviser Services Team who answer your calls, and we’re also delivering new service and support to you digitally. In the video Georgina Croft, BT’s Chief Customer Services Officer outlines how we are expanding support to you in a post pandemic world.
For full details on BT Panorama’s EOFY resources, log in to BT Panorama and head to 'Help & support' > ‘Business and admin’ > ‘Panorama year end’.
Use one of the many support channels below to get your questions answered.
BT Panorama’s virtual assistant, Blue:
You and your clients can chat to us 24/7 via Blue, our chatbot on BT Panorama. Blue can support you while you’re on the platform by:
Watch our demo video to see how Blue can help with your query. So let Blue help you today with questions such as:
Click-to-chat: Chat with a BT Customer Relations consultant from your computer to get real time answers to your questions. Our team is available Monday to Friday, 8:30am to 6:30pm (Sydney time).
Online navigation assistance: An interactive tool integrated into BT Panorama to help you navigate through key tasks step-by-step, such as how to initiate an asset transfer, or how to amend ongoing advice fees.
Help and support section on BT Panorama: Your hub for all key resources including forms and more detailed information on features of BT Panorama.
Contact our Customer Relations team: Our teams are here to answer your calls, find the right number for you.
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.
Make the most of BT Panorama and the efficiencies it can bring to your practice by getting familiar with these top tips.
Generally, all SMSF rollovers into BT Panorama Super are to be made into the BT Panorama Super Global cash account.
As we have previously communicated, any payments still being made to the Wrap accounts from 1 August 2022 will be rejected and returned to the source.
Due to the end of financial year, we generally experience delays.
Once a bank account has been linked, when the client views their linked accounts on BT Panorama.
We aim to make the onboarding process as smooth as possible for you and your clients. The following resources are designed to help you through the process:
To help you make the most of the BT Panorama platform, we have several videos, video tutorials and training modules available, ranging from short ‘how-to’ videos to more comprehensive training courses. Watch this short 4 minute video to get started quickly.
Delivered on an interactive training portal, our engaging and functional training modules are designed to show you how to maximise the benefits delivered by BT Panorama’s functionality.
We also offer a variety of pre-recorded standalone webinars:
If you have clients with accounts that migrated from Wrap to BT Panorama, we have a series of videos which compare the way some tasks were performed on Wrap with how it works on BT Panorama. Topics include client onboarding, transactions & investments and monitoring & reporting. These are available to view on the training portal now.
If you have clients with accounts that migrated from Wrap to BT Panorama, we have a series of videos which compare the way some tasks were performed on Wrap with how it works on BT Panorama. These are available to view on the training portal now.
The help and support section on the BT Panorama desktop is your central hub for all documents including disclosure documents and forms. Key documents can also be found on the Forms and disclosure page.
1 KPMG ‘Post-COVID-19: Insurance and wealth sector consumer trends’ report, 2020
* BT Panorama won ‘Best Mobile Platform’ in the Investment Trends 2020, 2019 and 2018 Platform and Competitive Analysis and Benchmarking Report and won ‘Planner Satisfaction with Mobile Access & App’ in the Investment Trends 2020, 2019 and 2018 Planner Technology Report.
^ Where applicable for the asset type.
This app is only available for BT Panorama advisers and investors. Internet connection is required to access the BT Panorama app. Normal data charges apply.
This information has been prepared for use by advisers only.