Sapphire Data Engine.The heart of Panoramix™ is its innovative data management system – Sapphire - that provides efficiencies for performance reporting and billing that translate into lower costs and high value.
Performance Reporting and Billing.
Comprehensive, full featured, flexible reporting and billing system, customizable for advisors' processes, with multiple methodologies, and white labeled for advisor branding with our client portal.
Intuitive, Easy to Use.
Minimal training to get up and running quickly.
Comprehensive Integrations. Streamline your back office through data integrations with leading CRM, Financial Planning, Data Aggregation and Forms platforms to optimize existing technologies.
Secure Infrastructure. Data hosted at secure data centers, with constant monitoring.
Multiple data feeds. Direct integrations with leading data providers and custodians.
Transactional Blotter. One click access to data to streamline audits.
Why Panoramix™ Now?
Wealth management is changing.
Clients are becoming more sophisticated and want a different experience from their financial advisor – one that is technology enabled and transparent.
Robos are commoditizing investing.
Low cost robos are putting advisors under pressure to defend 1% fees. Advisors need advanced reporting and billing capabilities to increase productivity and remain profitable.
More complex operating environment.
Advisors need operational efficiencies to manage increasing costs and declining revenues, and they need to increase capacity. They need scale from technology.
Increased focus on compliance. Increasing focus on fiduciary mandates requires audit trails and better, more detailed reporting.
Client expectations are changing. Paper processes and spreadsheets are outdated. Advisors need to up their game and provide better transparency.
Aging advisors. Firms need to invest in sophisticated technology and eliminate spreadsheets in order to build a business that is transferable as advisors look to retire.
Advisor Business Benefits
Grow your firm.
Innovative technology enables scalability to grow your firm without adding overhead.
Time and cost savings increase profitability and provide a scalable platform for future growth.
Automate time consuming reporting and billing processes and increase accuracy, enabling advisors to focus on clients.
Peace of mind. Be able to quickly respond to audits, know that your client data is protected, and minimize errors.
Increase business value. Gain higher multiple from increased profitability and automated infrastructure.
Advisor Perspectives – True Financial Group - June 2018