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.

Panoramix Pro - includes trading, goal tracking, composites and more.

View our Demos

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

Industry Updates

09-27-21: Panoramix Launches my529 Plan Integration for Direct Access to Utah Investments

09-15-21: Panoramix Wins wealthmanagement.com’s Prestigious “Wealthies” Industry Award for Corporate Social Responsibility

06-08-21: Panoramix and FeeX Announce Technology Integration Facilitating Management, Reporting and Billing on Held Away Assets

Panoramix™ Industry Awards

WINNER - 2021 WealthManagement.com Industry Awards Corporate Social Responsibility.

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

Finalist - 2021 WealthManagement.com Industry Awards in 4 categories: Workflow Automation, Thought Leadership, Corporate Social Responsibility and Document Management.

#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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