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RIA Portfolio Management Software | Panoramix

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  • About Us
    • Industry Recognition
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  • News and Updates
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Financial Advisor CRM Made Easy

 

For any independent financial advisor, customer satisfaction is a key to earning repeat business. With an efficient customer relationship management system, customer satisfaction is simple to achieve. Panoramix™ offers a portfolio management tool that allows financial advisors to control their CRM with ease.

By using the Panoramix™ solution's organized dashboard, an advisor can instantly view a snapshot of a customer’s portfolio and information. This puts an advisor in the driver’s seat in terms of following up with clients at the appropriate time and offering the services that make the most sense based on recent history. Learn more about the Panoramix™ CRM tool and see how easy it is to take control of your CRM.

About Panoramix™

Developed in 2013 by Sapphire Software Services, Inc., Panoramix™ provides portfolio management and reporting software for RIAs and financial advisors. Specializing in billing and performance reporting, the Panoramix platform is multi-custodial and, with its wide array of partners and integrations, is flexible enough to integrate seamlessly into an existing tech stack, while still being robust enough to stand on its own. Panoramix is industry-recognized as a Kitces’ Best Value (2023) and a top performer on the T3 Inside Information Survey six years running (2019-2024). Visit www.panoramixfinancial.com for more information.

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