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 continues to be our focus.

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’ve introduced a range of digital features to keep making advisers' lives, and the advice process, even easier.

Sharyn Baker: Service transformation update

Pension refresh made easy

After listening to your feedback, we are pleased to introduce a completely re-engineered pension refresh process. The new streamlined process is designed to be simpler for both you and your clients.

  • For the majority of pension refresh requests, you will now only need to complete one form.
  • There is no need for a client signature for most request types.
  • BT will now manage the end-to-end process for you. We estimate you could save up to 30 minutes per request.


Pension Refresh - Nick Blue

Hear from some of your peers who have experienced the new process

Amber Vernon - Barns Financial Services
Ben Andrich - Forest Wealth
Pension refresh made easy - Adviser walkthrough
  1. Login to BT Panorama 
  2. Visit the Help and Support section > Product and investments > Manage pension accounts.

Streamline the client experience by automating onboarding tasks

Set your clients up for success from the start by adopting our online onboarding process. It gives you the chance to introduce your client to the BT Panorama experience and it can have a powerful impact on profitability and resourcing. Once your client has registered their account online, they can access the information they need and manage their account with you, anytime, anywhere.

  • Ensure documentation is uploaded and ready to go
  • Clients can view their portfolio and transactions and provide consent
  • Clients can download the app to their mobile for instant, on-the-go access

Time saved: 8-10 hours a week1

Save time with our simple digital online tracker. The Service Request Tracker is a game-changing feature that saves you hours on the phone, and helps you focus on building stronger client relationships instead of chasing information. Requests submitted online are instantly visible.

  • See the status of selected requests at a glance, including any required actions
  • Individual due dates based on a rolling seven-day average
  • Updates every two hours so you can give your clients accurate information

14,000 online forms have been submitted by practices2

Take advantage of digital streamlining by ensuring your client’s documentation is shared with us instantly, instead of relying on email or the post. This lets us assign your requests to the right team faster, and share the reference number and estimated completion date. Your client will appreciate your efficiency and you’ll appreciate the time it frees up for your team.

  • Reduce errors caused by email chains
  • Faster and more reliable than email and post options
  • View details on the Service Request Tracker instantly

Two-thirds of clients would like to keep adviser interactions online3

Secure, efficient and paperless, digital consent is a key efficiency driver for advice businesses. We’re able to help you obtain fast digital consent for a growing range of processes and transactions via BT Panorama, which speeds up your business and keeps your clients happy.

  • Consent data fed into your connected XPlan software daily
  • Consent can be requested by email or SMS
  • Saves time, reduces risk and shows value for clients

Time saved: up to 2 business days4

Now you can add up to 5 linked bank accounts as part of your client onboarding, thanks to this improved functionality. It’s quick, secure and hassle-free.

  • Link up to 5 bank accounts per account during onboarding
  • Linked accounts can be verified by the adviser
  • Takes the stress of linking accounts away from clients for a smoother process

It might seem like a tiny update, but it has a massive impact on productivity and simplification of processes for us and our clients. I want to take this opportunity to thank BT Panorama for listening.”

– Strategy First Financial Planning

In an era where customer expectations continue to rise, simply providing quality advice is no longer enough. Digital workflows are the future for financial advice businesses. In this article, we explore the BT Panorama features that make the biggest difference to efficiency and profitability.
In a competitive market, keeping regular contact with clients is essential. While face-to-face meetings might not always be possible, a user-friendly mobile app bridges that gap.

Download our new playbook, ‘Five key digital tools for a profitable advice practice’ to understand how BT Panorama can assist you to enhance efficiency and client engagement with resources your business already has.

Use your existing details to log in and go to your BT Panorama dashboard.

Speak to a BDM to see what BT Panorama can do for your practice.

Or contact us on 1300 784 207
Monday to Friday, 8:30am – 6:30pm (Sydney time).

Download the BT Panorama app: Download on the App StoreGet it on Google Play

1. We ran a pilot with support staff and from our findings, we estimate large practices saved between 8-10hrs worth of work per week. Large practices are defined for this purpose as a practice which holds 2800 clients or more on BT Panorama.
2. BT Panorama Online Form Submission as of February 2024
3. 2022 Financial Advice Report by Investment Trends.
4. As advisers can verify and add clients’ bank accounts to Panorama, they no longer need the 1c verification which can take up to 2 days to complete the process..