BT Panorama's operating system delivers efficiency in the management of your clients investments, SMSFs and superannuation.
Need help?
Say hello to BLUE, your 24/7 virtual assistant. Select the Need help? Chat now icon on the right side of your page on panoramaadviser.com.au and ask your question in a few words.
Access your client's investment details for Managed Funds, BT Margin Lending and BT Employer Super Funds.
Register for our next webinar:
Wednesday 24 April 2024 – 12:00pm AEDT
Episode 99 | Understanding Excess Contributions
This session we will review what happens if your client exceeds their contributions caps, while touching on the interactions with their total super balance and personal transfer balance cap.
This session will be CPD accredited.
In the coming months, BT Margin Lending will be rebranded to Westpac Margin Lending which will mean the BT Online secure portal will be replaced with the Westpac Margin Lending secure portal accessed via the Westpac website.
More information will be communicated to BT Margin Lending customers as the change date draws closer and updates will also be added to BT.com.au and the BT Online portal.
BT Super and BT Super for Life products were transferred to Mercer Super on 1 April 2023 and are no longer available.
For more information please visit mercersuper.com.au/bt or call 1800 682 525 Mon to Fri 8am – 7pm (AEST).
Log in to BT Panorama for these accounts:
Need help? Say hello to BLUE, your 24/7 virtual assistant.
Select the Need help? Chat now icon on the right side of your page on panoramainvestor.com.au and ask your question in a few words.
Log in to BT Online for these accounts:
Log in to Managed Accounts for your BT account managed by your adviser.
Celebrating 10 years building financial futures together
For a decade, BT Panorama has focused on the adviser experience, evolving into one of Australia’s leading platforms, and the only one backed by Australia’s first bank.
Now, as we look to the future, we’re introducing initiatives to support the industry and its people, advocating for advice, championing diversity and investing in the next generation of advisers.