Tomorrow is here today

Delivering the wealth experience of the future

Since 2012, BT has been building Panorama. Working with you – leveraging new technologies and the latest design methodologies to deliver a solution to make your business simply better for you and your clients.

The journey started with BT Panorama Investments, an offer which now integrates a range of investment options – managed portfolios, managed funds, term deposits, BT cash and listed securities.

Complementing the Investment offer, is the new BT Panorama Self Managed Super Fund (SMSF) and Super solutions. BT will continue to build Panorama by offering enhancements to the existing features and services in 2017.

BT Built

BT has a strong history in innovation and a market leading position in the platform administration market with BT Wrap and Asgard.

With over $100bn in funds under administration, over 13,000 advisers and 400,000 clients. When these products launched they revolutionalised the industry. Now this vision is BT Panorama.

Strength. Support. Scale.

Advisers

Funds under administration

Clients

BT & Asgard

The team behind BT Panorama

Panorama recognises that not only do we need the right products, services and technology, but also the right technical, business and customer support.

We have a team of over 350 people dedicated to the Panorama program. Dedicated to providing advisers, clients and accountants with the best possible Panorama experience.

Team meeting

Our State Business Development Managers are ready to help.

NSW + ACT

Mark Kennedy
New Business Manager
0404 889 191
mark.kennedy2@btfinancialgroup.com

QLD

Daniel Ward
New Business Manager 
0466 475 892
daniel.ward@btfinancialgroup.com

VIC + TAS

Tom Sutton
New Business Manager
0466 475 583
Tom.sutton@btfinancialgroup.com

SA + NT

Josh Parham
New Business Manager
0419 746 592
Josh.Parham@BTFinancialgroup.com

WA

Georgina Calder 
New Business Manager 
0415 345 544 
Georgina.Calder@BTFinancialGroup.com

Questions? Visit the Resource Centre or get in touch: