Panoramix Featured In Wealth Management 2025 Midyear Market Outlook
Wealth Management 2025 Market Outlook features an article from Panoramix entitled Kickin’ It Small
EAGAN, MN. August 15, 2025 - This year Panoramix contributed an article to the Wealth Management 2025 Midyear Outlook entitled Kickin' It Small.
Check out page 170 for our take on "Kickin' It Small." Joe Lucking lays out the advantages in his latest article.
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 eight years running (2019–2026). For more, see www.panoramixfinancial.com.
