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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....
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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