Information for advice professionals only.

Almost a third of an Australian financial planner’s time is spend on compliance and administration, compared to a global average of less than 20% highlighting the need for advisers to find more efficient ways of operating.

BT Panorama Investments is a comprehensive investment offer for your investment, SMSF and super clients, offering you efficiency, simplicity, choice and flexibility.  All in one place.

Managed accounts deliver efficiencies to licensees, their advisers and clients, by streamlining portfolio selection and maintenance. BT can help you source and implement a managed account solution that suits your business priorities enabling you to best take advantage of those efficiencies.

Access a wide range of investment options and range of SMSF features and services, supporting you and your clients.

BT Panorama Super supports you to efficiently manage a clients’ super portfolio from accumulation to pension phase.

Efficiently manage your client’s portfolio from accumulation to pension phase with flexible retirement options, including pensions, annuities and SMSF.

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.