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.
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.
Use one of the many support channels below to get your questions answered.
BT Panorama’s virtual assistant, Blue: Our chatbot responds to common queries and helps you navigate BT Panorama 24/7. Top tips:
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.
Make the most of BT Panorama and the efficiencies it can bring to your practice by getting familiar with these top tips.
Save up to 4 weeks by changing the client to Pension phase in their existing Panorama Super account.
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:
The Client Onboarding module on the BT Academy training portal walks you through all the key steps.
Implementation checklist (Super) (PDF 897KB)
Implementation checklist (investments) (PDF 896KB)
Online account set up flyer for clients (PDF 963KB)
Verifying linked accounts flyer for clients (PDF 271KB)
Introducing BT Panorama flyer for clients (PDF 354KB)
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.
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 be found below and on the Forms and disclosure page.
* 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.