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Billing.
Performance.
Panoramix. Portfolio Management
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| 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 |
| Panoramix™ Industry Awards |
#1 In Customer Satisfaction for portfolio management systems 2023 T3 Advisor Survey
Finalist - - 2022 WealthManagement.com Industry Awards in 4 categories: Workflow Automation, Thought Leadership, Client Portals and Portfolio Management Accounting Performance Reporting.
#1 In Customer Satisfaction for portfolio management systems 2022 T3 Advisor Survey
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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