Panoramix™ Named a Finalist in the 2018 wealthmanagement.com Industry Awards
Panoramix’s Industry Content Series features an ongoing set of actionable white papers to help advisors succeed in better managing their firms in a more competitive and challenging industry
EAGAN, MN. May 31, 2018. Panoramix™ an innovative advisor technology platform, announced today that the company has been named a finalist in the prestigious 2018 wealthmanagement.com Industry Awards Program for its Industry Content Series. Known for its highly regarded Sapphire Data Engine’s performance reporting and billing system, Panoramix has been investing in the latest industry content to help advisors run more successful businesses.
The Panoramix Industry Content Series is a set of industry thought leadership whitepapers designed to provide the best practices, strategies and technology initiatives advisors can deploy to streamline their back offices and better manage complex business issues. Each white paper is extensively researched to capture essential ideas, methods and approaches for advisors to integrate the latest technology and business management aspects into their businesses.
“These high impact white papers provide valuable insight from our experience as technologists and practice management experts,” said Chris Hastings, CEO of Panoramix.; “Advisors are using them to make changes to their businesses and ensure they are running a smooth, cost-effective and efficient organization.”
Panoramix’s flagship paper on the high cost of performance reporting was the subject of numerous industry articles, with abstracts of additional reports published on popular blogs and social media.
Panoramix was short-listed by the judging panel for the category of Technology Providers – Thought Leadership, a highly competitive category for, “A new initiative, program, platform or industry content that will move the industry forward…”
“We are very excited with the industry’s response to Panoramix and are thrilled and honored to receive this prestigious recognition,” said Hastings. “We will continue to invest in the platform to bring even more capabilities to advisors to help them better manage their businesses and look forward to celebrating the winners at the gala event in New York City in September where the winners will be announced.”
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.
