Solution introduction

Smart technology driving business efficiency and client value

BT Panorama is the fastest growing platform in Australia. Seamlessly integrated with your business model, it transforms the management of investment portfolios, SMSFs, super and insurance

BT Panorama is the fastest growing wealth management platform in Australia. Integrated with your business model, it can transform the management of investment portfolios, SMSFs, super and insurance.

Reasons to choose BT Panorama

  • Efficient portfolio design enables you to save time and tailor portfolios to meet your clients’ needs.
  • Online consent reduces the time and effort involved for you and your clients when implementing their investment strategies. 
  • Environmental, social and governance (ESG) ratings may help clients make choices about sustainable investing.
  • Access to BT Panorama anytime, anywhere with our award-winning mobile app*

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