Learn More

• Performance Reporting.
  Comprehensive, full featured, flexible reporting with multiple methodologies.
• Billing.
  Extremely flexible and versatile billing system, customizable for advisors' processes.
• Panoramix Pro.
  Includes trading, goal tracking, composites and more.
• Client Portal. Simple client access and vault, white labeled for advisor branding.
• Sapphire Data Engine. The heart of Panoramix™ is its innovative data management system – Sapphire - that provides efficiencies for performance reporting and billing that translate into lower costs and high value.
• Intuitive, Easy to Use. Minimal training to get up and running quickly.
• Comprehensive Integrations. Streamline your back office through data integrations with leading CRM, Financial Planning, Data Aggregation and Forms platforms to optimize existing technologies.
• Secure Infrastructure. Data hosted at secure data centers, with constant monitoring.
• Multiple data feeds. Direct integrations with leading data providers and custodians.
• Ad Hoc Reporting. Powerful and intuitive access to flexible data grids give the capacity to answer nearly any question in real time related to things such as transactions, accounts, holdings, clients and households, models, and more. Even a GIPS compliant performance tool for your book of business for flexible date ranges grouped by models, custodian, or account groups or categories.
• More. There is always more. From automated Schedule 13F reporting to financial planning tools to trade creation through rebalancing tools to RMD and income forecast management to CRM and proactive client communication tools, there is more to Panoramix and Panoramix Pro than fits in the Sunday edition of the New York Times. So much more.

• Value. Panoramix delivers a full feature platform at the best price in the industry.
• Margin compression. With AUM-based fees falling, why pay tens or even hundreds of thousands of dollars for another portfolio management tool, when you could put up to 80% of that cash to better use within your organization simply by selecting Panoramix.
• Unsurpassed advisor support. Number one in overall customer satisfaction every year since 2018 in the annual T3 Insider Information survey.
• Holistic client picture. Dozens of custodial and partner data sources mix together to create a panoramic view of everything related to your client in Panoramix.
• Streamline audits. 100% dedicated backing during your audits and reviews. Leverage Panoramix to sail through your audit. We provide all the data regulators typically request.
• Award winning. Perennial finalists and winner of the Wealth Management Industry Awards.
• Integration partners. Dozens of third-party integrations to compliment your tech stack.

• Grow your firm. Innovative technology enables scalability to grow your firm without adding overhead.
• ROI. Time and cost savings increase profitability and provide a scalable platform for future growth.
• GIPS. With Panoramix Pro we’ve got your GIPS compliance totally covered with the ability to track account movement from one Composite to another over time, set Composite minimums, and compile data using the most accurate method available—daily performance metrics. Nobody else does that better than Panoramix Pro.
• Advisor productivity. Automate time consuming reporting and billing processes and increase accuracy, enabling advisors to focus on clients.
• Client engagement equals client retention. Some clients are happy with the summary. Other clients want to dive deep into the details. Panoramix allows you to easily engage with both—and everyone in between—with over fifty built in parameter-driven reports that let you customize the view to the client. Our Client Portal even lets your client’s configure their own Panoramix-hosted reports, all within the limits you establish.
• Peace of mind. Be able to quickly respond to audits, know that your client data is protected, and minimize errors.
• Increase business value. Gain higher multiple from increased profitability and automated infrastructure.

• Advisor Perspectives – Think Different Wealth Advisors - October 2023
  Advisor Perspectives – Dorval & Chorne - April 2021
• Advisor Perspectives – Lindsey Wealth Management - October 2019
• Advisor Perspectives – RockCrest Financial, LLC - August 2019
• Advisor Perspectives – Stout Bowman & Associates - June 2019
• Advisor Perspectives – True Financial Group - June 2018
• Advisor Perspectives – Financial Aurora - Sept 2017
• Advisor Perspectives – Nelson Financial Management - June 2017

Panoramix In Place is a series of interviews by our own David Edstrom. In this series David sits down with some of our advisors and talks about working from home and other challenges facing advisors in the complex world of COVID-19.

• Kennedy Financial – Matt Ervin
• IMPACTfolio – Rebecca Kennedy and Scott Arnold
• Quaker Wealth Management – Nick DeSantis

• Innovative, growing firm. Disrupting performance reporting and billing through high value/low cost approach - $3.5 billion assets managed, 225 users in first 2 years - Currently $12.5 billion and 400 users.
• Founders are developers. Experienced technology professionals and consultants have designed an innovative and powerful system.
• Expert, experienced team. 10 staff of analysts, researchers, developers and engineers with an average experience of over 20 years in the insurance and financial services vertical.
• Advanced Technology. Sapphire Data Engine enables efficiencies and lower costs to provide high value.
• Service Culture. Service professionals dedicated to client success, quick response to service requests.