The move to BT Panorama

If you're new to BT Panorama, you may wish to become familiar with how the platform works and the most efficient way to use it. We've developed training videos and guides to help you get the most out of BT Panorama.

Dealer groups not registered for BT Panorama can register using the Dealer group registration form. Once registered, dealer group managers can set up advisers and support staff online by logging in to their BT Panorama account. Advisers and support staff will receive a registration email with prompts to register online. For more information view the Registration process.

Alternatively, advisers and support staff can register by completing the Adviser access or Support staff access form.

Please ensure we have your most up-to-date clients' details, so they don't miss out on any important information. For more information go to the Updating your clients' details section.

It's important to understand product changes relating to the move to BT Panorama as well as anything you need to do, noting that some changes will happen automatically and won't require any action. Learn more about Related changes.

BT Panorama is planning to change its pricing in October 2025 and those new fees will be applied to your clients' accounts¹ when they move in 2026. You can find out more about these BT Panorama pricing changes on our pricing webpage.

For information on which BT Panorama menu your Asgard clients' accounts will be moved to, refer to Investment menu mapping.

Fee grouping  

On BT Panorama your clients will have the opportunity to group related accounts to reduce fees, as in the case of a couple or family – sometimes known as ‘aggregation’.

Existing fee groups on Asgard, except for groups that contain only one account, will be moved to BT Panorama when we move the related accounts to BT Panorama.  This includes both the Asgard Managed Profiles and Separately Managed Accounts – Funds Super/Pension (Master Trust) family groups established by advisers and the eWRAP/Infinity fee groups which are created automatically. 

An existing group moved from Asgard can be modified on BT Panorama after the move. Some limitations do apply such as that the accounts must be on the standard BT Panorama administration fee and only up to 8 accounts may be grouped. For more information on the fees that will apply to related groups on BT Panorama from October 2025, visit our pricing webpage.   

1. While Asgard Managed Profiles and Separately Managed Accounts – Funds Super/Pension (Master Trust) accounts will also be moved to either the Full or Compact BT Panorama menu, there are limits to the fees that apply to Master Trust members who joined the Asgard Independence Plan Division Two super fund prior to 31 March 2004. More information on fee changes for each of your client’s accounts will be provided in our fees comparison. You can also check which one of your Mater Trust clients this applies to from AdviserNET > Account details > (Pre 2004) will be displayed under Contract date.

To help you understand what the changes in fees and charges will mean for your clients, we have provided you with our estimate of the change for your clients' accounts in August 2025.

You can also find copies of the fees comparison flyers we are sending to Asgard clients in October 2025.

Most ex­ist­ing ad­vice fee arrange­ments will be trans­ferred to BT Panorama on the day we move your clients' ac­counts and will con­tinue un­til their ex­piry date.

A small num­ber of ad­vice fee arrange­ments can­not be trans­ferred and will cease on the day we move the ac­count, in­clud­ing:

• one-off ad­vice fees, in­clud­ing the ad­viser ini­tial con­tri­bu­tion fee, that are not de­ducted by the time the ac­count is moved to BT Panorama (such as where the fee can­not be de­ducted due to an in­suf­fi­cient cash bal­ance)
• the Op­tional Fea­ture ad­vice fee, which is only avail­able in As­gard In­fin­ity eWRAP prod­ucts. If you have any impacted clients, we will provide you with a list of clients and further information in August 2025.

Re­quests to amend ex­ist­ing fee arrange­ments or cre­ate new ones via the 'Ad­vice fee client con­sent' form will need to be sub­mit­ted one week prior to the com­mence­ment of the trans­ac­tion freeze pe­riod to al­low suf­fi­cient time to val­i­date your re­quest.

If you start us­ing new in­vest­ment op­tions on BT Panorama, such as man­aged port­fo­lios, you may want to mod­ify ex­ist­ing fee arrange­ments once the ac­counts are moved. To do this, you and your client will need to sub­mit a new ad­vice fee con­sent. Once reg­is­tered, lo­gin to your ac­count then go to Help & sup­port > Ad­vice fees to learn how to cre­ate ad­vice fee client con­sents on BT Panorama.