One connected platform for your advisory business

Why Panoramix Now?

• 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 user 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.
• See how we compare. Investment News 10 best RIA portfolio management software and Investment News Best RIA billing software solutions for accuracy and efficiency.

Advisor Business Benefits

• 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.

• Innovative, growing firm. Disrupting performance reporting and billing through a high value/low cost approach — grown from $3.5 billion in assets and 225 users in its first 2 years to over $40 billion in assets, 250+ advisory firms and 900+ users today.
• Founders are developers. Experienced technology professionals and consultants have designed an innovative and powerful system.
• Expert, experienced team. A team of analysts, researchers, developers and engineers with an average of over 20 years of experience 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.