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Optimize Your Client Management System, Optimize Revenues
A Special Report For Independent Financial Advisors
Today's Independent Financial Advisor is faced with a myriad of challenges in their quest for a larger and more lucrative piece of the pie.
From business maintenance and development, broker-dealer restrictions, and simply keeping up with ever-advancing technology in order to survive (and hopefully thrive) in today's marketplace, IFAs must wear many hats these days.
And with the U.S. economy starting to see an uptick – based on some positive economic indicators – after a multi-year hiatus, the time is more ripe than ever to harness these challenges in order to move onward and upward.
But where to begin?
For IFAs, it all begins with client data management.
Easily a top concern for IFAs is data aggregation and how it can be utilized to help scale and grow business.
Coupled with this is while the wave of technological advancements can bring countless new possibilities, client expectations also rise exponentially.
It's a vicious cycle that must be harnessed...
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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