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RIA Portfolio Manangement Software | Panoramix

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  |   News and Updates   |   Partners   |   Contact Us
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

1-19-21: Performance Net Of Fees vs Gross Of Fees: Are We Doing It Right?

1-14-21: Panoramix Launches “Asynchronous Processing” To Streamline Workflows and Enhance Usability

11-15-20: FinTech Trends:Billing and Performance

Panoramix™ Industry Awards

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

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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