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News and Updates

 
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Panoramix in Wealth Management's Market Outlook 2023.

 
 

EAGAN, MN. January 6, 2023 - This year Panoramix contributed an article to the Wealth Management Outlook 2023 entitled Bear Markets Ravage AUM Based Fees

Panoramix CEO Chris Hastings and Director of Operations Joe Lucking share their thoughts about the market effects of the pervious year on AUM billing.

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 six years running (2019-2024). Visit www.panoramixfinancial.com for more information.

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