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• 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.

• Wealth management is changing. Clients are becoming more sophisticated and want a different experience from their financial advisor – one that is technology enabled and transparent.
• Robos are commoditizing investing. Low cost robos are putting advisors under pressure to defend 1% fees. Advisors need advanced reporting and billing capabilities to increase productivity and remain profitable.
• More complex operating environment. Advisors need operational efficiencies to manage increasing costs and declining revenues, and they need to increase capacity. They need scale from technology.
• Increased focus on compliance. Increasing focus on fiduciary mandates requires audit trails and better, more detailed reporting.
• Client expectations are changing. Paper processes and spreadsheets are outdated. Advisors need to up their game and provide better transparency.
• Aging advisors. Firms need to invest in sophisticated technology and eliminate spreadsheets in order to build a business that is transferable as advisors look to retire.

• 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.
• Advisor productivity. Automate time consuming reporting and billing processes and increase accuracy, enabling advisors to focus on clients.
• 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 – 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.