Panoramix™ and RightCapital Develop New Technology Integration
Innovative performance reporting and billing technology system now integrates with leading financial planning platform to streamline plan creation and advice delivery
EAGAN, MN. August 26, 2019 - Panoramix™, an innovative advisor technology platform, announced today a new technology integration with leading financial planning technology provider, RightCapital. Advisors using both systems will now be able to automatically orchestrate client data to streamline financial planning analyses, saving time and enhancing advice delivery capabilities.
“RightCapital is uniquely positioned as an innovative, next generation planning system in the advisor technology marketplace, a similar market segment as Panoramix,” said Chris Hastings, CEO of Panoramix. “Our new integration with RightCapital will make the process of creating financial plans faster, easier and better in order to drive efficiencies and enhance planning capabilities.”
Through this new technology integration, advisors can search and link clients between the two systems, while being able to directly add and update information for financial planning analyses from Panoramix’s portfolio information data. Additionally, the integration will develop tax lot information in Panoramix for tax harvesting planning in RightCapital through a seamless authentication between the two systems.
RightCapital's financial and tax planning software helps advisors create robust retirement plans using advanced Monte Carlo simulations, optimize Social Security, offer tax-efficient drawdown strategies and Roth conversions, and manage their clients' tax liabilities, budgets and debt pay-off strategies.
“We are thrilled about our new integration with Panoramix,” said Shuang Chen, co-founder and CEO of RightCapital. “RightCapital is committed to providing advisors access to solutions that help streamline and grow their advisory practice. The integration between the two platforms will significantly increase efficiency and improve the overall user experience for our clients.”
Recently, Panoramix was rated the highest in user satisfaction in the prestigious T3 Software Survey. Over 5,500 advisors weighed in on their technology usage and levels of satisfaction. In the portfolio management category, Panoramix beat out 21 other systems and platforms that were reviewed by advisors, with Panoramix scoring 8.22 on a 10-point scale for user satisfaction.
“We are very excited to add RightCapital to our many technology and custodian partners,” said Hastings. “They are growing quickly and will be a fantastic partner as we look to continue to make Panoramix the best value in the industry.”
RightCapital RightCapital's financial and tax planning software helps advisors create robust retirement plans using advanced Monte Carlo simulations, optimize Social Security, offer tax-efficient drawdown strategies and Roth conversions, and manage their clients' tax liabilities, budgets and debt pay-off strategies. www.rightcapital.com
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 eight years running (2019–2026). For more, see www.panoramixfinancial.com.
