Innovative performance reporting and billing technology platform recognized in the Workflow Automation, Thought Leadership, Corporate Social Responsibility and Document Management Categories for outstanding initiatives that foster advisor success

 

EAGAN, MN. June 2, 2021. Panoramix™, an innovative advisor technology platform, announced today that the firm has been named a four-time Finalist in the 2021 wealthmanagement.com Industry Awards Program, the only awards program of its kind to honor outstanding achievements by companies, organizations and individuals that support financial advisor success. More than 900 entries were received from 346 companies, an increase of over 40% from previous years.

“We are thrilled to be recognized in four distinct technology categories for our work on behalf of advisors in such a prestigious awards program,” said Chris Hastings, CEO of Panoramix.

A judging panel of industry experts and luminaries recognized Panoramix for its “Asynchronous Processing” feature in the Workflow Automation Category, which enables advisors to initiate a data intensive process in Panoramix, such as Book of Business reports, Quarterly Billing and other firm-wide workflows, while at the same time being able to run reports, respond to client requests and access key information in the Panoramix environment.

The judges also recognized Panoramix for its continued focus in providing Thought Leadership content for the fourth year. This year, Panoramix’s “Spotlight Video Series” initiative that featured industry executives and luminaries sharing their experiences and advice for navigating the pandemic, was named a Finalist in a highly competitive category.

In the Corporate Social Responsibility category, Panoramix was named a finalist for its “ScopeX Green House Gas Emissions Analysis,” a detailed examination of the company’s emissions and waste which demonstrates that it is an international leader in controlling its carbon footprint and diminishing other deleterious environmental impacts, especially in the critical Scope 1 classification.

Rounding out Panoramix’s fourth Finalist initiative is in the Document Management category for Panoramix’s Documanagement Suite, an enhanced set of tooling for advisors needing quick and easy control over client documents necessary in thriving during an audit, examination, or regulator’s review.

“Congratulations to all of the Finalists in this year’s Awards Program,” said Hastings. “We are especially looking forward to celebrating the Winners in person at the Gala Event in New York City where the industry will gather together after a long absence.”