News and Updates
Panoramix™ Now Interfaces With Scottrade Advisor Services
Panoramix™ has completed its integration with Scottrade Advisor Services and all Panoramix clients now have access to accounts held with Scottrade
Eagan, Minn. (May 17, 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 Scottrade Advisor Services.
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 Scottrade Advisor Services as a Data Integration Partner and be able to offer Panoramix™ to all RIAs and financial adviors who have assets held with Scottrade. Our new partnership strengthens the flexibility of Panoramix as well as extends the technology tools available for Scottrade advisors.
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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