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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.
| 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.
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