Eagan, Minn. (March 31, 2016) --- Panoramix™ for Financial Advisors, an at-a-glance portfolio management, billing and CRM tool for independent financial advisors, has enhanced its billing system.

New features includes:

• Multiple tiered fee structures, and the ability to select which fee structure applies to each account.
• Billing Cycle support so the advisor can set up multiple billing cycles to handle more complicated billing scenarios.
• A new value basis which will add weighted cash flows from the prior term to the end of period balance for the value basis for your fees.
• The ability to round the final fee to the dollar.
• The ability to use the actual days for the period for fee computation (rather than simply 1/4 for quarterly or 1/12 for monthly).
• The ability to bill the fees for an account to another account, or spread it out over all of the other accounts for a household.
• The ability to add an additional fee or credit beyond the computed fee per account.
• The ability to specify tax for fees if needed.