News and Updates
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.
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.
© 2023 Sapphire Software Services, Inc. All rights reserved.