News and Updates |
| Categories |
Panoramix™ Now Interfaces With Interactive Brokers
Panoramix™ has completed its integration with Interactive Brokers and all Panoramix clients now have access to accounts held with IB
Eagan, Minn. (March 15, 2016) --- Panoramix™ for Financial Advisors, an at-a-glance portfolio management, billing and CRM tool for independent financial advisors, is pleased to announce it newest data partner Interactive Brokers.
Panoramix™ is continually striving to be the best, most complete, and most affordable portfolio management and billing system for financial advisors. We are very excited to include Interactive Brokers as a Data Integration Partner and be able to offer Panoramix™ to all RIAs and financial adviors who have assets held with IB. Our new partnership strengthens the flexibility of Panoramix as well as extends the technology tools available for Interactive Brokers advisors.
| 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 six years running (2019-2024). Visit www.panoramixfinancial.com for more information.
© 2025 Sapphire Software Services, Inc. All rights reserved. |
