Information for advice professionals only.

Enhance the advice experience

  • 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.

Investment Trends award for Best Client Portal
Investment Trends award for Best Mobile Platform

Support on demand for BT Panorama users

Our technical support team help our adviser community with 170+ presentations, 100+ technical resources and answers to more than 10,000 individual enquiries. You can also access tips, training and more on the BT Panorama user hub.

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Flexibility and quality are the hallmarks of our market-leading managed accounts offer.

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With 2/3 of clients preferring online interactions with their adviser 1 , 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.

Watch the digital consent workflow in action (1:44)

8:30am – 6:30pm
Monday – Friday (Sydney time)

Access a comprehensive list of forms, product disclosures and other resources.

Quickly get up and running with BT Panorama and watch 'How-to' videos, video tutorials and other adviser training modules.

Access our series of CPD accredited webinars, market reports, podcasts, whitepapers, videos and articles.

Additional information

^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

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