EAGAN, Minn. and GAINESVILLE, Fla., Nov. 14, 2022 -- Panoramix, an innovative advisor technology platform, and TradePMR, a technology and custodial services provider, announced today a new technology integration intended to streamline and automate many of the processes for performance reporting and billing workflows RIAs are managing in their advisory businesses.

The technology integration will include a seamless data integration so that advisors no longer need to manually process their daily reconciliations. Additionally, the integration is designed to automate many of the workflows in their billing processes to speed up revenue generation. As part of this seminal arrangement, Panoramix and TradePMR are investing in an enhanced API integration slated for 2023, designed to streamline and automate even more processes so that advisors using Panoramix and TradePMR should garner further productivity and operational efficiencies.

"We are very excited and honored to strengthen our relationship with TradePMR," said Chris Hastings, CEO of Panoramix. "Our companies share a commitment to service as demonstrated by both of our consistently high ratings for advisor service and satisfaction.1 We believe Panoramix offers a fantastic solution at a superb price for TradePMR advisors and we look forward to strengthening this relationship going forward."

Every year, the T3 Advisor Software survey1 asks advisors how they rate the usability and satisfaction with the technology tools they use every day. For the last 4 years, Panoramix has been rated the highest in customer service, while TradePMR has also consistently rated at the top of its category as well.

"As a firm, we want to work with vendors that see the world similarly – relentlessly work to provide amazing service to RIAs," said Scott Victoria, Chief Operating Officer, TradePMR. "This integration came as a direct request from advisor feedback and after working with their team it's easy to understand why. I'm confident that Panoramix is going to be a great billing and performance reporting solution for Fusion users."

To learn more about the Panoramix/TradePMR integration, current TradePMR Fusion users can log into Insight to learn more. Interested in learning more about TradePMR's Fusion platform, contact sales@tradepmr.com.

About TradePMR

For more than two decades, TradePMR has worked with growth-minded independent registered investment advisors (RIAs), providing innovative technology tools and support designed to transform their businesses. The privately-held brokerage and custodian services provider (Member FINRA/SIPC), based in Gainesville, Fla., works to streamline fee-only investment advisors' operations through comprehensive custodial, operational, and trading support. For more information, visit www.TradePMR.com.