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Panoramix™ Releases Its Client Portal
Panoramix™ now offers a client portal for its advisors' clients
Eagan, Minn. (February 1, 2016) --- Panoramix™ for the Financial Advisor, an at-a-glance portfolio management and CRM tool for independent financial advisors, now allows its advisors' clients to log in and view their portfolio balances, reports, statements and other documents
This portal includes:
- The ability for each advisor to invite clients to the protal from within Panoramix™.
- Each client now has an on-line folder in Panoramix™ where advisors can add subfolders, documents, reports and statements for their client to view on-line.
- Clients can view their current portfolio balances.
- Clients can view any documents, reports, and statements that the advisor allows them to see.
- Clients can add documents securely for their advisors to view.
- Customized look and feel for each advisor and custom link that can be added to an advisor's existing web site.
| 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.
