BT Panorama has the highest number of adviser relationships in the market1. Seamlessly integrated with your business model, it transforms the management of investment portfolios, SMSFs, super and insurance.

BT Panorama won ‘Best Client Portal’,  ‘Best Mobile Platform’ and ‘Best Business Management’ in the Investment Trends 2020 Platform and Competitive Analysis and Benchmarking Report.

Why choose BT Panorama?

Our range of adviser models and managed accounts solutions enable you to save time and tailor portfolios to meet your clients’ needs.

Reduces the time and effort involved for you and your clients when implementing their investment strategies. 

Visibility of environmental, social and governance (ESG) ratings may help clients make choices about sustainable investing.

Save time while providing clients with transparency and visibility of their investments

Choose from a full range of portfolio construction solutions, depending on:

  • the level of discretion that you have over your client’s investments; and
  • the extent to which you want to centralise the management of your clients’ portfolios.
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With the addition of adviser models to the suite of portfolio construction solutions, BT Panorama offers:

  • online (digital) consent;
  • integrated Records of Advice (RoAs) to financial planning software (Iress Xplan); and
  • periodic rebalancing.

Learn more about portfolio construction

Portfolio Construction on BT Panorama

Access BT Panorama anytime, anywhere using our award-winning2 mobile app

  • Business overview dashboard – view a summary of your 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

  • Buy, sell and track investment orders3

  • Check ESG scores for investments.

Learn more about the BT Panorama mobile app

2BT Panorama won ‘Best Mobile Platform’ in the Investment Trends 2020, 2019 and 2018 Platform and Competitive Analysis and Benchmarking Report and won ‘Planner Satisfaction with Mobile Access & App’ in the Investment Trends 2020, 2019 and 2018 Planner Technology Report.

3Where applicable for the asset type

Support for you, your business and your clients

Education


BT Academy gives you access to the latest practice insights and whitepapers, market news and eligible CPD events to keep you up to date.

Visit BT Academy

Virtual training


Instructional videos that help make using BT Panorama even easier. They illustrate the key platform features and demonstrate the processes, step-by-step.

Watch our video tutorials

Other resources for you & your clients

Access other resources, including forms, guides and brochures, that you and your clients can use to help you get started on BT Panorama.

Access other resources

Administration fees for BT Panorama Investments and BT Panorama Super

  • Asset-based fee             0.15% p.a. for account balances up to $1million, capped

  • Account based fee        $540 p.a. Full menu
                                          $180 p.a. Compact menu 

BT Panorama accounts can be combined with those of family members to potentially reduce the asset-based administration fees paid.

Note: Effective 1 April 2020 and until further notice, the transaction account balance will be temporarily excluded from the calculation of the administration fee payable on the transaction account portion of account.

Pricing is subject to change. Other fees and costs apply, including Cash Account fees, expense recoveries and brokerage fees. Refer to the Product Disclosure Statement or other disclosure documents for more information on fees and costs.

Compare and calculate fees

BT

Compare BT Panorama administration fees

A guide to compare administration fees of BT Panorama to another patform. 

BT

Calculate BT Panorama administration fees

Estimate BT Panorama administration fees if your clients have one or more accounts.

Why partner with BT?

For 50 years weve been supporting financial advisers and their clients to help Australians achieve financial wellbeing.

Our strength is built on BTs 50 years of experience.

Our account & data security comes from being owned, and invested in, by Australias first bank.

We provide platform experience, product choice and superior adviser services.

Ready to get started?

Speak to a BDM

Find out how BT Panorama can drive efficiencies for your practice.

Call 1300 783 143

If you have a service enquiry, call us.
8:00am – 6:30pm Sydney time
Monday – Friday

Forms & documents

Registration forms

Panorama Investments

BT Cash Management Account and BT Cash Management Account Saver

Panorama Super

More information


1 Investment Trends Adviser Technology Needs Report, May 2021.

2 BT Panorama won Best Mobile Platform in the Investment Trends 2020, 2019 Platform and Competitive Analysis and Benchmarking Report.

3 Where applicable for the asset type

The information shown on this site is general information only, it does not constitute any recommendation or advice; it has been prepared without taking into account your personal objectives, financial situation or needs and you should consider its appropriateness with regard to these factors before acting on it. Any taxation position described is a general statement and should only be used as a guide. It does not constitute tax advice and is based on current tax laws and our interpretation. Your individual situation may differ and you should seek independent professional tax advice. You should also consider obtaining personalised advice from a professional financial adviser before making any financial decisions in relation to the matters discussed hereto. © BT - Part of Westpac Banking Corporation

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Speak to a BDM

Find out how BT Panorama can drive efficiencies for your practice.

Contact us

Find us at the office

Trailor- Verkamp street no. 63, 81415 Zagreb, Croatia

Give us a ring

Dezha Manci
+38 695 645 231
Mon - Fri, 8:00-22:00

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