Panoramix™ Adds Fee Billing System
Panoramix™ now offers a flexible billing and fee system for its advisors
Eagan, Minn. (April 6, 2015) --- Panoramix™ for the Financial Advisor, an at-a-glance portfolio management and CRM tool for independent financial advisors, now allows its advisors to setup flexible fee schedules and generate your fees with a single click.
This new feature includes:
- The ability to set up a tiered fee structure, based on an average household balance or end of period balances.
- The ability to generate fees on a flat fee or percentage basis.
- The ability to set up a separate fee structures per custodian.
- Effective dates for your fees, so you can make fee changes today that won't take effect until later.
- The ability to override the default fee for any account or holding.
- The ability to exclude accounts or holdings (such as cash) from fee generation.
- Generate all of your fees with a single click and export to Excel for easy reporting.
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.
