Billing.
Performance.
Panoramix.

Portfolio Management
For RIAs and Financial Advisors
 
About Panoramix™

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.

View our Demos

Take a quick tour online with our overview videos or schedule a live demo with our sales team.

Industry Updates

04-01-21: Advisor Perspectives Dorval & Chorne

03-22-21: Panoramix Rated the Highest in User Satisfaction in the Industry’s Largest Advisor Technology Survey – 3rd Year in a Row

03-17-21: COVID-19 2021 Update

Panoramix™ Industry Awards

#1 In Customer Satisfaction for portfolio management systems 2021 T3 Advisor Survey

#1 In Customer Satisfaction for portfolio management systems 2020 T3 Advisor Survey

Finalist - 2020 WealthManagement.com Industry Awards in 4 categories: Portfolio Management Accounting and Performance Reporting, CTO of the year, Technology - Compliance, Technology - Cyber Security.

#1 In Customer Satisfaction for portfolio management systems 2019 T3 Advisor Survey

Finalist - 2019 WealthManagement.com Industry Awards in thought leadership for our Industry Content whitepaper series.

Finalist - 2018 WealthManagement.com Industry Awards in thought leadership for our Industry Content whitepaper series.

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