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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.
Sapphire Software Services inc., a custom software and business-to-business automation company founded in 2003, developed Panoramix® for financial advisors in 2013 and completes 16 planned releases per year to the product. Sapphire brings business applications to the web, provides consulting services with the best vendors and partnerships, and offers professional development capabilities to automate business processes. Sapphire specializes in business application software development for companies in the financial services sector. Panoramix, its award-winning flagship software tool for portfolio management for financial advisors, focuses on providing multi-custodial performance reporting and client billing, with a wide-ranging additional feature set. Sapphire markets under the name Panoramix Financial. For more information on Panoramix connect with us at www.panoramixfinancial.com.
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