News and Updates
Panoramix™ Adds Benchmarking to its Performance Reports
Panoramix™ has added the ability to include benchmarks and custom blended benchmarks to all of its performance reports
Eagan, Minn. (June 5, 2015) --- Panoramix™ for the Financial Advisor, an at-a-glance portfolio management and CRM tool for independent financial advisors, now has the ability to display benchmarks on all of its performance reports.
When running a performance report, the advisor can choose one or more benchmarks from the list of available indexes as well as create their own custom benchmarks. These benchmarks are then displayed for comparison on your performance reports.
This new feature includes:
- Dozens of available indexes such as Nasdaq, S&P 500, Russell indexes, iShares indexes, Vanguard indexes and more.
- The ability to create your own custom benchmarks. You can setup your own benchmark and choose any available indexes and assign a percentage to each index. For example, you may want to setup a 70-30 stock to bond blend. You can add a custom benchmark called '70-30 Blend' and assign 70% Vanguard Total Stock Market Index and 30% Vanguard Total Bond Index. Or 35% S&P 500, 35% Nasdaq, and 30% iShares Core U.S. Aggregate Bond. You have total control.
- The ability to select multiple benchmarks at the time you run a performance report, so you can customize your message to your client.
- The ability to add indexes to the available benchmark list.
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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