RIA Portfolio Management Software | Panoramix
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RIA Portfolio Management Software | Panoramix
RIA Portfolio Management Software | Panoramix
  • Platform
    • Overview

      • Platform Overview
      • Pricing

      Capabilities

      • FacetAI
      • Billing
      • Performance Reporting
      • Trading & Rebalancing
  • Integrations
  • About Us
    • Company

      • Our Team
      • Industry Recognition
  • News & Resources
    • Learn

      • Resources
      • Pricing
      • Learn More
      • FAQ
      • YouTube Channel (opens in a new tab)

      Explore

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      Press Panoramix Expands FacetAI: Advisors Gain More Ways to Use and Customize AI October 15, 2026 Read more ›
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Press • February 27, 2018

Panoramix™ Interview by FPPad at TD LINC conference

Check out the interview with Bill Winterberg from FPPad and our CEO Chris Hastings at the TD Ameritrade LINC conference

EAGAN, MN. Feb 27, 2018 - Panoramix™ CEO Chris Hastings is interviewed at the TD Ameritrade 2018 LINC conference by Bill Winterberg of FPPad

Chris talks about what differentiates Panoramix™ from it’s competitors and what’s new in Panoramix.

Check out the interview here: What's new from Panoramix | 2018 Fintech Update

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 eight years running (2019–2026). For more, see www.panoramixfinancial.com.

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