One place for advisers, accountants and clients to collaborate, seamlessly.

An integrated solution for your investment, SMSF and super clients.

Built to support your chosen business model, your way.

Your perspective

Intuitive, intelligent and flexible.

BT Panorama is an innovative wealth management experience, transforming the management of investment portfolios, SMSFs, super and insurance for you and your clients. It’s built around the way you work, designed to help make managing your business and your clients’ wealth more efficient.

See how BT Panorama is already supporting businesses like yours – every day.

01. Meeting your needs into the future 

  • BT built and supported, BT Panorama is a scalable wealth management solution evolving with your business

 

  • BT Panorama utilises the best of modern technology enabling you and your clients to interact with the wealth platform where and when you choose

02. Superior user experience

  • Paperless and signature free account opening, with the option to print and sign if preferred1
  • Integrated market information customised for client portfolios with ability to share news and information in just one click
  • Work where you want with the BT Panorama mobile app giving access to key client information at a glance and trade all asset types on the go1
  • Integrated with Westpac online banking and offering straight through processing
  • BT SMSF enables all client types on a single platform with the ability to see both assets held on Panorama and assets held externally in one dedicated place

03. Collaborative and flexible

  • One platform supporting flexible investment, SMSF and super solutions for clients
  • Comprehensive internal and external data management – one place to collaborate, transact and access intuitive and flexible reporting
  • Sourcing of best of breed partnerships
  • Flexible permissions and advice solutions, supporting advisers to offer different portfolio solutions during the client lifecycle
  • Ability to extend view access to a client’s accountant for ease of collaboration
  • Cover more clients with flexible insurance solutions

 

04. Delivers value and efficiency

  • Multiple portfolio management and construction options, including access to professionally managed investment portfolios
  • Fast and efficient trading capability through our broker, UBS
  • Intelligent design streamlines key administrative tasks such as managing corporate actions online
  • Easy access to key information with intuitive dashboards and flexible real time reporting
  • A secure, online Document Library for all key Panorama information
  • No transaction fees on managed funds
  • No admin fees on cash or term deposits2
  • Single sign on to quote, apply and view on and off platform insurance policies with electronic quote and applications available on (LifeCENTRAL+) and BT’s insurance adviser site (LifeCENTRAL)
  • 10% platform discount for insurance premiums paid directly from a Panorama account

1 Some functionality from the desktop will not be available on the BT Panorama mobile app.
2 For BT Panorama Super, a trustee fee also applies to account balances.

 

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: