News and Updates |
| Categories |
Panoramix Ranked #1 Portfolio Management Software in 2025 T3 Survey for seventh consecutive year
Unparalleled User Satisfaction
In a landmark achievement, Panoramix has been ranked #1 in the 2025 T3 / Inside Information Software Survey for portfolio management systems for the seventh consecutive year! With an industry-leading 9.42 satisfaction score (compared to the category average of 7.41), Panoramix has once again demonstrated its unwavering commitment to providing independent financial advisors with a premier experience.
"At Panoramix, everything we do is driven by a mission to empower advisors through exceptional technology and service," said Chris Hastings, CEO of Panoramix. "This #1 ranking validates the trust our clients place in us every day."
Explosive Market Share Growth
Panoramix experienced an astounding 96% growth in market share in the past year, reaching 2.35%. This makes Panoramix the fourth-largest portfolio management system in the survey, trailing only the largest enterprise solutions.
Our recent success is fueled by:
- Continuous innovation in the Panoramix Pro platform
- Unmatched billing flexibility and transparency
- Exceptional customer service focused on advisor needs
It's clear that independent advisors value technology partners who prioritize their business needs first," Hastings added.
Recognized for Outstanding Value
Panoramix was honored with the prestigious Kitces Best Value Award for 2023. Panoramix Pro continues to deliver a powerful, intuitive platform that offers advisors excellent return on investment with simple, transparent pricing.
Explore more about Panoramix Pro here.
Commitment to Advisors
The T3 survey, conducted by respected industry leaders Joel Bruckenstein and Bob Veres, reinforces Panoramix's unique place among portfolio management providers. With a client-centric approach, relentless product evolution, and consistent excellence in service, Panoramix is setting a new standard for advisor technology.
See Why We're #1
Experience firsthand why Panoramix is the preferred choice for independent advisors. Schedule a Demo Today!
Download a summary of the 2025 T3 Survey results here and learn why more advisors are switching to Panoramix.
| 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. |
