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.

 

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Supporting you through year end on BT Panorama

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.

Delivering service for today's advice practices (2:50)

Here are a few tips for a smoother year end

  • Explaining the timing of Tax Statements:
    Do you find yourself having to explain to clients why Panorama tax statements don’t come as quickly as they expect? Try showing them this video.
  • Avoid delays and drawdowns:
    Ensure sufficient cash/liquidity is available in July and August as trade settlements can be delayed due to pending distributions from fund managers
  • Estimate when a client's Tax Statement will be produced:
    In Late July we will launch our Tax statement estimator tool. To access the tool, login to BT Panorama and head to 'Help & support' > ‘Business and admin’ > ‘Panorama year end’
  • Use Panorama’s Tax Statement Guides to help you, your clients and their accountants locate the required tax information
End of year brochure
Download EOFY Guide
Preparing for Year End (2:32)
Timing of tax statements (3:20)

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:

  • providing immediate responses to common queries and navigational links to specific pages.
  • offering step by step guidance on procedural tasks such as how to make a trade.
  • connecting you to chat with our consultants during weekdays 8:30 am - 6:30 pm (Sydney time) when you type ‘speak to a person.’

Watch our demo video to see how Blue can help with your query. So let Blue help you today with questions such as:

  • How do I set up a regular investment plan
  • Can I cancel a trade?
  • Does BT Panorama have an auto invest feature?
  • How do I commence a pension on a client account?

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.

BT's Virtual Assistant
BT Panorama’s virtual assistant Blue – Helping you answer common queries

Did you know?

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)

BT Panorama hints and tips

Make the most of BT Panorama and the efficiencies it can bring to your practice by getting familiar with these top tips.

This is done through the Tracking > Consent Management screen on BT Panorama.

Read more

Generally, all SMSF rollovers into BT Panorama Super are to be made into the BT Panorama Super Global cash account.

Read more

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.

Read more

Due to the end of financial year, we generally experience delays.

Read more

Once a bank account has been linked, when the client views their linked accounts on BT Panorama.

Read more

Need CPD Points?

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:

Opening new accounts, presented by David Giltrap

Getting familiar with BT Panorama

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.

Courses include:

  • Navigation for BT Panorama
  • Client onboarding
  • Transactions and investments
  • Monitoring and reporting
  • BT Panorama for business
  • Super and pension
  • Digital consent and integrated ROA

We also offer a variety of pre-recorded standalone webinars:

  • Quick ‘how-to’ videos help answer some of your common day-to-day queries.
  • 45-minute tutorials show you how to complete a number of key functions on BT Panorama including adviser portfolios and cash investment strategy.

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.

New to BT Panorama? Watch this short 4 minute video to get started quickly, alternatively read this interactive guide with quick tips on how to on-board new clients, access client reports and learn how to use the digital consent functionality.

Watch the video

Download the guide

Welcome to Panorama (3:18)

Migrated from Wrap?

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.

Watch 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.

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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.