Panoramix in RIABiz
CEO Chris Hastings contributes to an article about performance reporting
EAGAN, MN. June 2, 2022 - Panoramix™ contributes to an article in RIABiz entitled An unprecedented wave of 'disruptive' competitors are challenging 'The Big Four' RIA performance reporting firms by thinking past 'the cloud' and bundles
Panoramix CEO Chris Hastings shares his thoughts along with other industry leaders on the topic of performance reporting software.
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 eight years running (2019–2026). For more, see www.panoramixfinancial.com.
