Go mobile with BT Panorama
With BT Panorama's award-winning^ mobile app, advisers and clients can access their Panorama Investments account – anytime, anywhere.
^BT Panorama won ‘Best Mobile Platform’ and "Best Client Portal' in the Investment Trends Platform and Competitive Analysis and Benchmarking Reports from 2018 to 2022.
For you
The BT Panorama mobile app lets you take your business with you, with features including:
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Drill down into market information for shares and managed funds in your clients’ portfolios, for a quick snapshot of the latest prices, asset performance, ESG and key information
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View messages, service request status, updates, product news and alert notifications
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Ask Blue, BT’s virtual assistant or chat to a consultant.
For your clients
Investors can access their account anytime, anywhere.
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Fast sign in using biometrics - Face ID or fingerprint, or 4 digit passcode.1
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View your total portfolio balance and performance by investment, which can include any term deposit, listed security, managed fund and managed portfolio investments
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Drill down into market information for shares and managed funds in your portfolio for a quick snapshot of the latest prices, asset performance, ESG and key information
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Make payments, deposits and schedule transactions, and add payee and BPAY®2 accounts
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Trade all investment types and track the progress of investment orders, where authorised
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Apply filters to view transaction history and details
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View and update personal details, where authorised
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View messages, forms and requests, consent requests and alert notifications, and access the My Benefits portal
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Review and download your statements and disclosure documents
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Ask Blue, BT’s virtual assistant or chat to a consultant.
1 Where your phone supports this technology
² Registered to BPAY Pty Limited ABN 69 079 137 518
This app is only available for BT Panorama advisers and investors. Internet connection is required to access the BT Panorama app. Normal data charges apply. Apple, the Apple logo, iPhone are trademarks of Apple Inc. Registered in the US and other countries. App Store is a service mark of Apple Inc. Android is a trademark of Google Inc. You must be an Australian resident to use this app.
Speak to a BDM
Find out how BT Panorama can drive efficiencies for your practice.
New to BT Panorama?
BT Panorama is an innovative wealth management platform that seamlessly integrates with your business model, increasing efficiency and leaving you with more time to deliver value to your clients.
Download the app today
If you're already an adviser on BT Panorama, download the mobile app to access your account anytime, anywhere.