News and Updates
Panoramix™ Adds Automated Fee Statements and Invoicing
Panoramix™ can now generate client fee invoices and statements and store them with your clients' documents, print them, or email them to your clients
Eagan, Minn. (September 15, 2015) --- Panoramix™ for the Financial Advisor, an at-a-glance portfolio management and CRM tool for independent financial advisors, now has the ability to automatically generate fee invoices for your clients.
More and more states are making fee invoices mandatory. To address that growing need, Panoramix™ now has automated fee invoice generation.
This new feature includes:
- The ability to customize the invoice with your logo and advisory firm information.
- The ability to modify the custodian disclaimer as well as a general disclaimer for the invoice.
- The ability to generate separate pdf documents for each client and store them automatically in the Panoramix document management system for the client.
- The ability to generate a single pdf document with all invoices or print all invoices for mailing
- The ability to automatically email the invoices to your clients. You can also customize the subject and the body of the email
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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