Panoramix™ - with its innovative Sapphire Data Engine - provides efficiencies for performance reporting and billing that translate into lower costs and high value for the advisor.
Take a quick tour online with our overview videos or schedule a live demo with our sales team.
02-27-18: Panoramix™ Interview by FPPad at TD LINC conference
02-15-18: Performance Calculation Methods
02-6-18: Technology Tools for Today (T3) Advisor Conference
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