Information for advice professionals only.

Backed by experience and scale

As one of Australia’s largest platform providers, BT have been investing in our offer and supporting the advice community for over 50 years. Our experience with compliance, security and technology have helped us build BT Panorama, a platform that is a leader in the financial advice market.

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Choose from our market-leading range of flexible managed account solutions to save time and simplify tasks.

Meet your clients' retirement needs with our super and SMSF solutions that can be integrated with your business model.

Access a wide range of investment options with 290+ managed portfolio options, 600+ managed funds and ASX-listed securities.

A se­lec­tion of in­sur­ance of­fers from market leaders to help you match clients with the cover they need.

Award-winning

Investment Trends Best Mobile Platform and Best Client Portal in 2021, for the fourth year running.*

Digital ready

Digital workflows for onboarding, approvals, transactions, reporting, ROAs and more.

Whole-of-wealth view

Group accounts across SMSF, trust, super and pensions for easier reporting and administration.

Support for your business

Your experience on the platform is backed by exceptional support from our customer service team.

BT Academy provides access to the latest ideas, trends and reports to help you realise new opportunities and assist with supporting your practice.

At BT supporting advisers is a central part of what we do and the BT Adviser Charter outlines how we are actioning that commitment.

02 Mar 2023
The Morning Report provides a concise summary of economic and financial market developments over the previous 24 hours.
13 Feb 2023
The monthly market and economic chart pack from BT’s Investment Solution team provides a comprehensive illustration of economic and financial market performance.
13 Feb 2023
The Asset Class Performance report illustrates 30 years of market returns, identifying key market events and how each asset class has performed.
13 Feb 2023
View US S&P 500 and Australian All Ords Bull & Bear Markets by month.

At BT, we’ve shown we have the tenacity, technology and thinking to help financial advice thrive.

BT is one of Australia’s leading wealth management brands with a 50 year history of supporting financial advisers.

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.

Want to know more?

Call us on 1300 784 207
(Mon-Fri 8:30am-6:30pm,
Sydney time)

Additional information

*BT is a market leader with a market share of 17.2% across our platforms. Source: Plan For Life Platform Wrap Report, September 2022, excluding retail corporate super.

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.