News and Updates |
| Categories |
Panoramix™ Adds Batch Reports
Panoramix™ now offers batch reporting. Advisors have the ability to set up report groups and create a single consolidate monthly or quarterly report for all of their clients
Eagan, Minn. (March 31, 2016) --- Panoramix™ for Financial Advisors, an at-a-glance portfolio management, billing and CRM tool for independent financial advisors, now allows its advisors to setup report groups and generate reports across their book of business with a single click.
This new feature includes:
- The ability to run an ad-hoc batch report for all or selected clients.
- The ability to create multiple report groups and combine them into a single pdf for all or selected clients.
- The ability to store each document with the client as well as make them available to the client on the client portal.
- The ability to specify parameters for each report in a report group.
- The ability to setup up categories for your clients so you can segment your client base.
- The ability to select which clients to use for a batch.
- Generate all of your monthly or quarterly reports with a single click.
| 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.
© 2024 Sapphire Software Services, Inc. All rights reserved. |
