News and Updates
Managing A Customer’s Accounts Is Simple With Panoramix™
One of the challenges for a financial advisor is monitoring a customer’s handful of accounts. Between mutual funds, brokerages accounts and more, it can be a daunting task.
With the Panoramix™ portfolio management tool, the challenge becomes nearly effortless. The tool’s dashboard enables financial advisors to manage a variety of financial accounts in one place rather than inconveniently clicking from site to site. To see how the Panoramix™ tool can work for your business, view our demos and then contact us to get started.
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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