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Panoramix™ is a portfolio management platform built for independent registered investment advisors (RIAs) and independent financial advisors. It is multi-custodial, configurable, and designed to integrate with third-party technology, allowing firms to use Panoramix as a comprehensive platform or as part of an existing technology stack.

Panoramix is designed primarily for independent registered investment advisors (RIAs) and independent financial advisors. Its configurable, multi-custodial structure can also support other wealth management organizations, including Family Offices and Broker Dealers, with different needs and workflows.

A standard Panoramix license includes Panoramix's full suite of portfolio management capabilities, including billing and performance reporting, a customizable client portal, contact and household management, dashboards, document management, and other advisor tools. Trading & Rebalancing capabilities are available by adding Panoramix Pro.

Yes. Panoramix is a multi-custodial platform designed to bring data from multiple custodians together within a single portfolio management environment, helping advisors manage, analyze, bill, and report on client portfolios across custodial relationships.

Yes. Panoramix integrates with a range of custodians and third-party technology providers, allowing firms to use Panoramix alongside other technology already in their stack.

Yes. Panoramix offers configuration options that allow firms to tailor the platform to their structure, workflows, reporting needs, and client service model. Settings and tools can be configured to support different firm and user requirements.

Panoramix Pro combines all of the capabilities included with a standard Panoramix license with integrated Trading & Rebalancing. These additional capabilities include tools for generating and submitting trades, bulk and individual account trading, trading rules, rebalancing, cash allocation, and other trading workflows. Panoramix Pro can submit trading files to most custodians, submit directly through APIs to several custodians, and submit through a FIX connection for most custodians.

Panoramix uses annual firm-level pricing based on Assets on Platform (AOP). Additional costs may apply for certain optional capabilities, services, or data feeds. For current rates and complete pricing details, visit our Pricing page.

There is no additional charge for individual user logins. A Panoramix firm license allows you to add as many advisor and assistant logins as needed, with access permissions that can be configured for each user.

For larger organizations with multiple teams, business units, or more complex needs, enterprise pricing is also available. Contact us to discuss the structure that works best for your organization.

No. Panoramix licenses are annual and do not require a multi-year contract.

Yes. Panoramix offers a 30-day free trial that allows prospective firms to evaluate and learn the platform using their own data.

Clients can use the Panoramix Client Portal to view portfolio information and access reports, statements, and documents made available by their advisor. The portal provides clients with secure online access to information their advisor has chosen to make available. Clients can also add held-away accounts to their portfolio through Plaid.

Yes. The Panoramix Client Portal is white-labeled, allowing advisors to customize the portal with their firm’s branding, including their logo and custom colors. Advisors can select specific HEX colors and preview how those colors will appear across portal elements before saving their settings.

Yes, to an extent. Most Client Portal configuration is managed at the firm level, providing a consistent experience across clients. For individual clients, advisors can control which reports and documents are automatically added to the client’s folder. Advisors can also disable Plaid integration or the ability to run reports for a specific client. Other portal views, modules, and configuration options are generally managed at the firm level.

Advisors can use the Client Portal to securely share documents with clients and control the documents made available to them. Clients can also upload and organize their own documents within the portal, while documents shared by the advisor remain under the advisory firm’s control.

Yes. Clients can upload documents to their portal and manage the documents they have added, including modifying or deleting them. Clients can also create folders to organize their documents. Documents shared by the advisor remain under the advisor’s control.

Yes. Advisors can create multiple portal logins for members of the same client household. They can also control whether documents associated with a client are visible to other members of that household, allowing access to be shared or kept separate as appropriate.

Yes. Advisors can make reports, statements, and other documents available to clients through the secure Client Portal.

Yes. Advisors control which reports, statements, and documents are made available to clients through the Client Portal.

Client Portal access is protected by individual username and password credentials, along with multi-factor authentication (MFA) for an additional layer of security. Advisors can also manage access for their clients, including resetting credentials and adding or removing portal access as needed.