With 40+ relationship managers on the ground and an award-winning customer relations team, you can expect fast response times for queries and requests in addition to a superior digital experience.
“Very user friendly. Makes life a lot easier and makes us more efficient.”
"Having everything in one spot, with virtual support makes a huge difference and means we’re more aligned to the advice process.”
"Love that the forms are specific to the client accounts – really love that.”
Progress on Service Transformation
As a leader in the platform space, we know from experience that every advice interaction matters. We’re committed to making those interactions easier and better for every adviser and client and this is the goal for our Service Transformation project.
We’ve been listening to advisers so we can better understand exactly what they need from a platform. Based on what we’ve learnt, we’re launching new features to keep making advisers' lives, and the advice process, even easier.
Discover the benefits of our new reporting and digital workflow capabilities.
New features
Comprehensive reporting
Save time by using our new simple process to create report packs for multiple clients, with an improved report design that’s easier to read.
Digital signatures
Use typed signatures using software such as DocuSign or Adobe Sign to offer more convenient digital signing across a range of forms.
Faster approvals
Speed up processes with secure digital consent now available for selected online client forms.
Simpler bank account verification
Verify linked bank accounts for your clients as they are added, without the need for 1 cent verification.
Improved control
New admin controls for easier BT Panorama user management in your practice.
Enhanced managed accounts reporting
New online reporting capability for Investment and Portfolio Managers to enable them to manage your portfolios more effectively.
Features delivered in FY21-23
Blue Chatbot launched
Get answers to common questions quickly with the 24/7 online virtual assistant ‘Blue’.
Update contact details online
Advisers and clients can save time and update client contact details online.
Making forms more convenient
One centralised location for forms with Service Request functionality serving up the right forms based on the account selected.
Blue chatbot on mobile
Our online virtual assistant 'Blue' is now available to answer your questions via the adviser mobile app.
Service Request Tracker
Save time and check the status of service requests from the convenience of your BT Panorama desktop.
Centrelink Schedules
Self-serve Centrelink Schedules online for pension clients. View the status of the request immediately from the Service Request Tracker.
How-to guided journeys
Save time with simple guided journeys for key tasks while on platform.
Service Request Tracker on mobile app
Save time and track service requests on the go from the adviser mobile app.
Taking service to the next level
We’ve listened to your feedback and we’re delivering an enhanced advice experience for you and your clients with new BT Panorama features.
Link bank accounts with less hassle
This new streamlined process for verifying linked bank accounts makes client onboarding faster and easier.
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Go to the accounts and billers page add linked account to enter and verify account details
Faster approvals with digital consent
With digital consent now available for selected service requests, you can apply the same digital consent workflow you might already be using for linked accounts, investment orders and advice fee approvals.
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Go to consent management
Enhanced controls and visibility for user management
Based on feedback from licensees, we’ve made improvements to the performance and functionality of our user management tools. These enhancements remove paperwork, support compliance and greater control and oversight of user access.
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Go to the users and business entities portal
Featured articles
Looking into the future for financial advice tech
Richard Holmes, Chief Information Officer, Westpac
Quality of Advice Review final report
Matthew Rady, BT CEO shares his views on the recently released Quality of Advice Review final report
Quarterly regulatory & technical update
BT Academy Webinar with Bryan Ashenden, Head of Financial Literacy & Advocacy
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BT Portfolio Services Ltd ABN 73 095 055 208 is the operator of Panorama Investments