News and Updates
Sapphire Software Releases Panoramix™ Portfolio Management Dashboard
Software for independent financial advisors offers single, truly integrated system for client information
Eagan, Minn. (December 19, 2011) --- The Panoramix™ Portfolio Management Dashboard, an at-a-glance portfolio management tool for independent financial advisors, is now available for free trials and purchase at www.panoramixfinancial.com.
Panoramix was launched today by Sapphire Software Services, a custom software and business-to-business automation firm.
Panoramix 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.
"Panoramix was developed with input from independent financial advisors who were tired of jumping from system to system and site to site to get the information they needed to serve their clients," says Chris Hastings, CEO of Sapphire Software and one of the software architects behind Panoramix. "Advisors told us they wanted a truly integrated dashboard that brings them the entire, up-to-the-minute, customer relationship in one snapshot. This is what Panoramix accomplishes."
Among the many Panoramix features:
- Real-time, two-way integration with calendar and contact programs like Outlook® or Google®. Enter information just once and you're always up to date. See every e-mail relevant to your client in one convenient location.
- Seamless integration with multiple data sources like fund families, brokerage accounts and managed accounts. No more clicking from site to site while your client waits on hold.
- Pre-defined links to hundreds of common sites such as brokerage houses and life insurers. Log in once with your username and password, and you're good to go every time you click.
- Full text search capability lets you search your entire Panoramix database by partial name, e-mail address, phone number or any other word. Find what you need – quickly.
- Customize screens, lists, fields and reports to get just the information you need. Panoramix allows you to generate reports and data layouts in multiple ways – by household, performance data, stocks and funds across portfolios . . . and more.
- One-click access to your Blotter to view financial transactions across your book of business.
- Document management stores your documents by client so you can easily find them later . . . and also integrates with LaserApp and Microsoft Word to generate forms.
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.
© 2024 Sapphire Software Services, Inc. All rights reserved.