News and Updates |
Categories |
Panoramix Announces the Release of Its Mobile Site
Eagan, Minn. (November 25, 2013) --- The Panoramix™ Portfolio Management Dashboard, a revolutionary at-a-glance portfolio management tool for Financial Advisors, is excited to announce it has launched Panoramix Mobile, a responsive website for smartphones.
The site can be accessed on any smartphone browser by going to www.panoramixweb.com. With this site, independent financial advisors will be able to search through their customer database and see their customers' contact and portfolio information. Advisors will also have the ability to add notes, tasks and documents that can help with their jobs.
"This is a giant step forward for Panoramix," said Chris Hastings, CEO of Sapphire Software Services, which developed Panoramix.
"The mobile site makes life a lot easier for financial advisors everywhere, allowing them to access important information no matter where they are, even when on the go."
Hastings went on to say that a fully functional Panoramix tablet site is coming soon.
Panoramix is an at-a-glance portfolio management tool which not only incorporates information from financial data sources, but also integrates real-time, two-way information from calendar and contact programs to give advisors a clean, easy-to-navigate and fully up-to-date dashboard screen.
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.
© 2024 Sapphire Software Services, Inc. All rights reserved. |