Billing and Performance Reporting for RIAs
A portfolio management platform built to simplify billing and performance reporting for advisors.
Meet Panoramix FacetAI
AI Assist, Panoramix MCP, and Skill Studio bring new ways to ask questions, work with your data, and create repeatable workflows.
Common Challenges for Advisors
- Billing takes too long.
- My reports don't tell the story I want.
- I'm paying for functionality I don't use.
- Support tickets disappear into a black hole.
- I have too many systems and not enough time.
How Panoramix Helps
Panoramix helps advisors speed up billing, create clearer client-ready reporting, avoid paying for tools they do not need, get responsive support when issues come up, and reduce the strain of working across too many disconnected systems.
#1 In Customer Satisfaction for portfolio management systems in the 2026 T3 Survey.
Read the 2026 announcement →#1 In Customer Satisfaction and Software All Star for portfolio management systems in the 2025 T3 Survey.
See the 2025 survey results →Winner in Business Support Systems at the 2026 WealthManagement.com Industry Awards.
Read the 2026 award announcement →Winner in Retirement Income Technology at the 2025 WealthManagement.com Industry Awards.
Read the award announcement →
