Access BT Panorama on the go

With the BT Panorama mobile app, advisers and clients can access their Panorama Investments account – anytime, anywhere.

Download the app from the App Store or Google Play

Watch the BT Panorama mobile app video

For advisers

Access your business on the go - anytime, anywhere

  • Business overview dashboard – view a summary of your total funds under administration, active accounts, net flows and fees.
  • Search client account details, total portfolio balance and performance – all on one screen.
  • Drill down into market information for shares and managed funds in your clients’ portfolios, giving you a quick snapshot on the latest prices, asset performance and key information.
  • Buy, sell and track orders* for term deposits, managed funds, managed portfolios and listed securities.
  • Check environmental, social and governance sustainability scores for investments.
  • View clients' cash account summary, and make payments on behalf of clients to existing accounts, where authorised.

* Where applicable for the asset type.

Mobile app adviser

For investors:

Do it all. Wherever you are.

  • Fast sign in on the go with our new 4-digit passcode or fingerprint technology. 1
  • View your cash account summary
  • Make deposits
  • Make payments
  • Add payee and BPAY®² accounts
  • View the transaction history of your BT Cash Management Account or transactional cash account
  • View scheduled transactions
  • View your total portfolio balance and performance by investment including any term deposit, listed securities, managed fund and managed portfolio investments
  • View messages and alert notifications

1 Where your phone supports this technology
² Registered to BPAY Pty Limited ABN 69 079 137 518

Mobile app investor

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.

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: