News and Updates
Panoramix™ for Financial Advisors Partners with Quovo
Panoramix™ Adds Industry-Leading Data Aggregation Technology to Portfolio Management and Performance Reporting Platforms
EAGAN, Minn. - July 6, 2016 - Panoramix™ for Financial Advisors ("Panoramix™"), a leading provider of portfolio performance reporting and portfolio management services for Registered Investment Advisors and other financial advisor professionals, has announced a new integration and marketing relationship with Quovo, a data science company for wealth management.
"We are excited about our integration with Quovo; it will provide some powerful enhancements to our portfolio management solution." said Chris Hastings, co-founder of Panoramix and CEO. "We're continuing to enhance our product and establish more integration relationships with important partners like Quovo."
"We are focused on serving all of our current and future clients with great product enhancements and are focused on the RIA sector," said James Formanek, VP of Sales for Panoramix. "We are continuing to focus on our integration and channel partner relations, and we will continue to focus on enhancements to help all of our current and future advisor professionals."
Lowell Putnam, Co-Founder and CEO of Quovo, added, "New regulations and recent market volatility have highlighted the importance of having both smart data in an advisory practice and of an advisor's ability access to that data. We are excited to partner with Panoramix to offer advisors smarter data."
Quovo is a leading financial data science company for the wealth management industry. Quovo offers enterprise-level data aggregation and analytics technology to help financial professionals and their technology providers better serve their clients with powerful and accurate data. Quovo's full-stack platform not only provides the essential backbone for aggregation and business intelligence analytics, but also offers dashboard tools to make complex data insights intuitive. For more information, please visit www.quovo.com. Follow @quovo on Twitter.
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.
© 2023 Sapphire Software Services, Inc. All rights reserved.