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.