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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 - Trading and rebalancing platform


View our Demos

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

Industry Updates

09-23-25: Insider's Forum 2025

06-25-25: Panoramix Launches New Tax Loss Harvesting Feature, Enabling Advisors with Practical Portfolio Management Tools

06-06-25: Panoramix Named a Finalist in the Wealth Management 2025 Industry Awards

05-27-25: Synergy 2025

Panoramix™ Recent Industry Awards

#1 In Customer Satisfaction and Software All Star for portfolio management systems 2025 T3 Advisor Survey

Finalist - 2025 WealthManagement.com Industry Awards in 2 categories

#1 In Customer Satisfaction for portfolio management systems 2024 T3 Advisor Survey

Finalist - 2024 WealthManagement.com Industry Awards in 3 categories

#1 In Customer Satisfaction for portfolio management systems 2023 T3 Advisor Survey

Best Value for portfolio management systems 2023 Kitces Report

Finalist - 2023 WealthManagement.com Industry Awards in 4 categories

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


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