Save time and simplify the advice and investment process with digital workflows.
Investment options to suit every client with 290+* managed portfolios, 600+ managed funds and ASX-listed securities.
Advisers can access core platform functionality and tasks on the go with the BT Panorama mobile app.
Backed by a customer support team dedicated to helping your practice deliver a quality service, both on and off the platform.
With 2/3 of clients preferring online interactions with their adviser
, it’s essential to offer a seamless and secure digital platform ecosystem. BT Panorama offers straight-through digital processing and consent for a whole range of advice tasks including onboarding, ROAs and managing investments and cash.
^Not all portfolios offered on BT Panorama will be available to all clients.
*BT Panorama won "Best Mobile Platform" in the Investment Trends 2020, 2019 Platform and Competitive Analysis and Benchmarking Report. Awards are opinions only and are not recommendations and are only one factor to be taken into account when deciding to acquire, dispose or hold interests in BT Panorama. Awards are current at the time of publication but are subject to change.
1 KPMG ‘Post-COVID-19: Insurance and wealth sector consumer trends’ report, 2020
The information shown on this site is general information only, it does not constitute any recommendation or advice; it has been prepared without taking into account your personal objectives, financial situation or needs and you should consider its appropriateness with regard to these factors before acting on it. Any taxation position described is a general statement and should only be used as a guide. It does not constitute tax advice and is based on current tax laws and our interpretation. Your individual situation may differ and you should seek independent professional tax advice. You should also consider obtaining personalised advice from a professional financial adviser before making any financial decisions in relation to the matters discussed hereto. © BT - Part of Westpac Banking Corporation.