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Morningstar Office Alternative That Fits Your Needs
 
 
Demos and Upcoming Webinars

Full Panoramix Demo here.

Webinar Title: Meet Panoramix, Your Morningstar Office Replacement
Webinar Description: This event is a short introduction to Panoramix as a replacement for Morningstar Office.
Upcoming Live:

Past Recorded:
  • February 26, 2025: view

Why Panoramix?

  • Provides a most-in-one option specializing in Billing and Performance reporting for advisors looking for a high-quality value-based solution.
  • Rated #1 in customer Satisfaction six years in a row in the T3 Survey by independent advisors like you.
  • Offers a FREE 30-day trial with your data, so you can explore the software's capabilities firsthand. Experience for yourself why Panoramix was named a Kitces' Best Value.
  • No lengthy contracts: 1 year standard.

Special Offers

  • $4,500 first year base license fee for AUM up to $200M (25% discount).
  • Historical transaction data import from Office.

Standard pricing here.

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