News and Updates
Panoramix™ Now Interfaces With Redtail Technology
Panoramix™ has completed its interface with Redtail Technology to allow single sign on between Redtail and Panoramix and also the ability to pull reports from Panoramix directly in Redtail.
EAGAN, Minn. – September 15, 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 Redtail, a leading provider of web-based Client Relationship Management (CRM), paperless office and email archiving solutions in the financial services industry.
The Panoramix™ – Redtail integration allows for a single sign on between Redtail and Panoramix and also allows you to link clients between the two systems. Once linked, you can move directly to a Panoramix client, or pull Panoramix reports directly from a Redtail contact.
Chris Hastings, Co-Founder and Lead Architect - Panoramix™: “We are extremely excited to be partnering with Redtail. The ability to pull a client’s performance and other reports from Panoramix directly from the Redtail contact screen is a huge time saver for our clients who use Redtail”. James Formanek, VP of Sales: “The ability to access reporting and client billing from the Redtail CRM application, will serve a huge benefit for both providers’ users, which will bring a tremendous value to their firm’s overall operation”. Mario Canas, Enterprise Account Manager - Redtail: "Advisers using Redtail and the Panoramix integration points will instantly see the benefits of having client information right at their fingertips from within Redtail CRM. Panoramix provides Redtail a seamless view of multiple data sources from fund companies to brokerage and even managed accounts; this along with the ability to consume client reports makes a clean and efficient view from one integration."
To view a demo video overview and to find out more information visit: Panoramix - Redtail Demo
Redtail Technology is a leading provider of web-based Client Relationship Management (CRM), paperless office and email archiving solutions in the financial services industry. Easily affordable, easy to implement and offering integration with many of the industry's most widely-used applications, Redtail is committed to providing financial advisors with the core technologies that drive their day-to-day operations. CRM is ultimately about not only acquiring and managing your clients and prospects—it's also about servicing them and, in turn, extracting value from the relationships. At the same time, it's about doing all of these things while improving operational efficiency.Visit www.redtailtechnology.com for more information.
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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