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.