Innovative Financial Management Platform top ranked in the prestigious Kitces Report: The Technology That Independent Financial Advisors Actually Use And Like.

EAGAN, MN. AUGUST 17, 2023. Panoramix™, an innovative advisor technology platform focused on financial advisor performance reporting and client billing, rated highest in overall value in the annual Kitces Report: The Technology That Independent Financial Advisors Actually Use And Like. The survey results released this month also classifies Panoramix as “Optimistic” in the Providers to Watch category.

“This is a fantastic result and just confirms what has been demonstrated over and over in other independent studies like the annual T3 survey.” said Jim Schwieters, Director of Sales. “We have a very dedicated team, and their hard work shows in these results.”

This is the first year that Panoramix had enough market share to qualify for this survey and to come in with the highest value score is quite an accomplishment. In addition, Panoramix received a very high 8.5 satisfaction rating with an Optimistic outlook.

“We’ve consistently been the best value in the industry by providing an unwavering focus on our clients while at the same time providing a highly competitive price point,” said Chris Hastings, CEO of Panoramix. “We’re extremely pleased about this validation that we really mean what we say when we talk about making customers happy."

Panoramix prides itself on its customer service and competitive pricing. “We face some unbelievably stiff competition in a crowded category, and it is gratifying to do this well this consistently,” Schwieters said. Added Hastings, “We would like to thank all of our advisors who participated in this year’s survey. Their high scores make the effort worthwhile.”

View full survey here.