Imagine a single, clean snapshot of client information that filters out the clutter while allowing for total customization.

All on a single desktop setting.

Imaging exceeding client expectations with unparalleled efficiency and up-to-the-second information.

Imaging experiencing real-time, two-way integration with calendar and contact programs such as Outlook®, Google®, ACT, and your mobile device, among others.

Imagine no more. Meet Panoramix.

Sapphire Software Services is proud to have developed PanoramixTM, Panoramix is an at-a-glance portfolio management tool that gives independent financial advisors a single, truly integrated system for client information.

One of a kind in the financial industry, in fact.

Panoramix's easy-to-navigate, clean dashboard screens display a snapshot of customer relationship basics featuring real-time, two-way integration with many calendar and contact programs.

Meaning you're always up to date.

Panoramix also integrates seamlessly with multiple data sources like....