iPhone Screenshots

Description

The BT Panorama mobile app allows advisers and investors account access on their mobile – anytime, anywhere. ¹ Enjoy fast, secure sign-in on the go with Face ID, 4 digit passcode, or fingerprint technology. ² Or simply use your BT Panorama username and password.

BT Panorama mobile app for advisers

Allows advisers easy access to business overview details and client accounts. Features include:

• Business overview dashboard – track your total funds under administration, active accounts, net flows and fees
• Expanded horizontal view for all charts
• Client search function including recently accessed accounts
• View client account details and total portfolio value
• View client investment details including external assets and transaction history
• Trade all investment types and track the progress of investment orders
• Access market information including news and environmental, social and governance sustainability scores for investments
• Make payments on behalf of clients to existing accounts, where authorised
• View messages and alert notifications

BT Panorama mobile app for investors

Allows investors to make deposits, pay bills, and have visibility across their portfolio. Features include:

• Portfolio overview – view summary of your portfolio value and performance
• View portfolio value by asset type, class – with detailed investment listing including external assets
• View portfolio performance by investment, interactive charts and benchmarks
• Expanded horizontal view for all charts
• Access market information including news and environmental, social and governance sustainability scores for investments
• Make deposits, payments and view your transaction details
• Trade all investment types and track the progress of investment orders, where authorised
• Scroll through messages and transactions to find historical records
• View messages, consent requests and alert notifications

This app is only available for BT Panorama advisers and investors. For more information on BT Panorama please contact your financial adviser or Panorama Support. Investors - call 1300 881 716; Advisers – call 1300 784 207.

Important information:

¹ You must be an Australian resident to use this app.
² Where your phone supports this technology.

Requires iOS 10.0 or later. Compatible with iPhone. This app is optimised for iPhone X and iPhone XS.

Westpac Banking Corporation ABN 33 007 457 141 provides the facility for making payments by BPAY®³ and Pay Anyone (excluding direct credit payments to linked accounts). Please refer to the Westpac Payment Services Terms and Conditions, dated 23 June 2015, which forms part of the BT Cash Product Disclosure Statement, for the terms and conditions applying to this facility.

By installing the application, and each time you use the application, you acknowledge and accept the BT Panorama Mobile Application Terms and Conditions, and any amendments to them made available electronically through the BT Panorama Mobile Application or the App Store.

³Registered to BPAY® Pty Limited ABN 69 079 137 518

What’s New

Version 14.0

- Contact us enhancements
- ESG updates
- Defect fixes

If you are having issues, please delete and re-install the app to ensure that you have the latest version.

Ratings and Reviews

3.3 out of 5
41 Ratings

41 Ratings

Kwerky ,

Needs an iPad app

BT should develop the app to take advantage of the iPad over just a replication of the iPhone app.

B.bElizabeth ,

Great app!

Easy to use, very efficient in keeping on top of my super and investment accounts and only need one login to toggle between both accounts.

Great market information provided and so easy so navigate through the app.

Never have had any issue with the app for over a year since I’ve set up my accounts, once a new release is done all you need to do is update your app for everyone below having issues, uninstall and reinstall is all you need to do!

5/5!

PhilB28??? ,

Love the app. Nice work.

Simple and easy to use. Full featured mobile app. I had an issue with enabling Face ID after iPhone upgrade. Got help from App Support and with app reinstall matter resolve quickly. Thanks Karen.

Information

Seller
BT Financial Group Pty Ltd
Size
74.6 MB
Category
Finance
Compatibility

Requires iOS 10.0 or later. Compatible with iPhone, iPad and iPod touch.

Languages

English

Age Rating
4+
Copyright
Price
Free

Supports

  • Family Sharing

    Up to six family members will be able to use this app with Family Sharing enabled.

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