News and Updates
Panoramix in Wealth Management's 2023 Midyear Market Outlook.
EAGAN, MN. August 16, 2023 - This year Panoramix contributed an article to the Wealth Management 2023 Midyear Outlook entitled Sustained Organic Growth: Like Climbing L'Alpe d'Huez?
Panoramix Director of Operations Joe Lucking share his thoughts on growing your advisory business.
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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