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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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

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.

When a pension account is in the pre-commencement phase, no pension payments or lump sum withdrawals can be made. 
 

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You can find the guide in the ‘Help & support’ section on the BT Panorama desktop by selecting the following options: ‘Business & admin’ > ‘Guides’ > ‘Digital Signatures’.

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If the fee consent request is received by our Customer Service Delivery team within five business days before the end of the month, with all the required information provided correctly, we’ll process the request before the month ends.

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View more hints and tips

The increase in monthly tax instalments can be due to several reasons including the PAYG instalment rate increase by the ATO from 3.0% to 4.6%.

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The ‘Complying Fund Statement’ is inside our ‘Choice of super fund’ form located in the ‘Forms’ section under Help & Support.

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You can find the TMD for a particular managed fund by logging into BT Panorama and selecting from the ‘Product’ option.

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On BT Panorama you can find a number of materials to help you with end of financial year activity.

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

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.

This interactive guide can help you get familiar with the BT Panorama platform with quick tips on how to on-board new clients, access client reports and learn how to use the digital consent functionality. We have included interactive links to detailed webinars for more information.

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.

We're here to help

Login to BT Panorama

Mon-Fri, 8:30am-6:30pm
(Sydney time)

 

* 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.