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Complimentary Whitepaper
Information Meeting Integration
The Benefit Of A Single Desktop Client Management System For Independent Financial Advisors
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....
| 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 seven years running (2019–2025). For more, see www.panoramixfinancial.com.
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