News and Updates

06-06-23, Panoramix Partners with Apex to Create Fully-Digital New Account Opening Capability

RIAs can now open accounts at Apex directly through Panoramix via transformative, end-to-end, digital account opening, funding, and onboarding integrations

03-15-23, Panoramix Ranked Number 1 in Customer Satisfaction Five Years in a Row

Innovative Financial Management Platform consistently ranked the highest in customer satisfaction in the prestigious T3/Inside Information Advisor Technology Survey

11-14-22, Panoramix and TradePMR Launch a New Technology Integration Designed to Streamline Performance Reporting and Billing for RIAs

The innovative arrangement is intended to simplify and automate key workflows RIAs manage, providing enhanced reporting for their clients while streamlining the billing process.

08-25-22, AdvicePay Launches New Fee-for-Service Billing and Net-of-Fees Performance Reporting Through Integration with Panoramix

Comprehensive technology integration will streamline billing for fee-forservice client relationships that also include AUM fees, while providing transparent reporting that incorporates net of fees performance calculations.

07-14-22, Panoramix Expands Billing Capabilities; Reports Growing Business Momentum as Industry Consolidation Leads to Competitor Price Increases

Only fully Independent, comprehensive billing technology platform introduces new capabilities to help advisors more efficiently manage billing processes; recent consolidation and price increases by competitors fuel company growth, doubling assets on the platform in the past 3 years

06-8-22, Panoramix Named a Finalist in Multiple Categories in the 2022 wealthmanagement.com Industry Awards Program

3rd year in a row innovative performance reporting and billing technology platform recognized in four categories for outstanding initiatives that enhance RIA businesses and foster advisor success

06-02-22, Panoramix in RIABiz

CEO Chris Hastings contributes to an article about performance reporting

05-11-22, Panoramix Rated the Highest in Advisor Satisfaction in the 2022 T3/Inside Information Software Survey – 4th Year in a Row

Innovative performance reporting and billing technology platform received the highest ranking across all categories – a 9.5 out of 10 – in the industry’s largest software survey

04-05-22, Panoramix Enhances Composite Performance Engine to Include Daily Calculations for Time-Weighted Returns

New GIPS compliance requirement for daily calculations now integrated into Panoramix’s performance reporting technologies, replacing no-longer compliant ‘Modified Dietz’ approach

10-27-21, Panoramix Launches Feature-Rich Panoramix Pro – Hybrid Technology Solution to Streamline the Advisor Technology Stack

Innovative performance reporting and billing technology platform expands feature set to include Goal-Tracking, Trading, and enhanced GIPS Compliance all in one unified system

09-27-21, Panoramix Launches my529 Plan Integration for Direct Access to Utah Investments

Innovative performance reporting and billing technology platform expands integration network to include my529.org, one of a few “five cap” rated college savings plans by SavingForCollege.com for both residents and non-residents of Utah

09-15-21, Panoramix Wins wealthmanagement.com’s Prestigious “Wealthies” Industry Award for Corporate Social Responsibility

Innovative performance reporting and billing technology platform recognized for its “Carbon Footprint Reduction” initiative

06-08-21, Panoramix and FeeX Announce Technology Integration Facilitating Management, Reporting and Billing on Held Away Assets

Innovative performance reporting and billing technology platform expands integration network to include FeeX, an industry leading fintech platform that enables advisors to trade and manage held-away assets

06-02-21, Panoramix Named a Finalist in Four Categories in the 2021 wealthmanagement.com Industry Awards Program

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

03-22-21, Panoramix Rated the Highest in User Satisfaction in the Industry’s Largest Advisor Technology Survey – 3rd Year in a Row

Innovative performance reporting and billing technology platform received the highest ranking in the 2021 T3/Inside Information Software Survey in the Portfolio Management Systems category for the third year in a row

03-17-21, COVID-19 2021 Update

Panoramix COVID-19 Update for 2021

03-08-21, Panoramix Announces API Integration with Schwab Advisor Center®

Innovative performance reporting and billing platform completes integration with Schwab APIs

02-19-21, Sapphire - Panoramix Leads with Environmental Impact Review

RIA Portfolio Management software innovator bests international standards for greenhouse gas emissions

01-14-21, Panoramix Launches “Asynchronous Processing” To Streamline Workflows and Enhance Usability

New feature will enable advisors to parallel process data-intensive workflows, creating powerful efficiencies and saving time

10-13-20, Panoramix Increases Flexibility of its Advisory Billing Systems

Innovative performance reporting and billing technology system adds new payouts subsystems to simplify, streamline and accurately manage multiple billing recipients

09-25-20, Panoramix and AdvisorPeak Announce Technology Partnership

Salt Lake City-based AdvisorPeak announced today a partnership and integration with Panoramix.

09-09-20, Panoramix and Shareholders Service Group (SSG) Announce Technology Partnership

Fast growing independent RIA custodian adds innovative performance reporting and billing platform to provide over 1,600 advisors with preferred pricing and access to critical operational technology

07-13-20, Panoramix™ In Place

A series of interviews by our own David Edstrom. In this series David sits down with some of our advisors and talks about working from home and other challenges facing advisors in the complex world of COVID-19.

06-29-20, Panoramix Awarded Finalist Designations for Third Year in a Row

Innovative Technology Earns Record Number of Finalist Nominations

03-17-20, COVID-19 Update

Panoramix COVID-19 Update

02-20-20, Panoramix™ Still the One

Innovative performance reporting and billing technology platform received the highest ranking in the 2020 T3 Software Survey in the Portfolio Management Systems category

10-30-19, Panoramix™ Announces Technology Integration with Schwab Advisor Services

New technology integration will enable advisors to access client account information from Schwab through the Panoramix performance reporting and billing technology platform.

9-30-19, Sapphire Software Services, Makers of Panoramix™, Adds Director to Board

Growing innovator in financial technology (FinTech) and consulting expands board of directors to include 34-year Wells Fargo veteran.

8-26-19, Panoramix™ and RightCapital Develop New Technology Integration

Innovative performance reporting and billing technology system now integrates with leading financial planning platform to streamline plan creation and advice delivery

08-01-19, Panoramix™ Interview by FinTech TV at TD Tech Summit

Check out the interview with Tim Welsh and our CEO Chris Hastings at the TD Ameritrade Tech Conference

6-05-19, Panoramix™ and Wealthbox Develop New Technology Integration

Innovative performance reporting and billing technology system now integrates with leading CRM platform to streamline data management

3-05-19, Panoramix™ and Riskalyze Bolster Technology Integration to Create New Efficiencies for Financial Advisors

Innovative performance reporting and billing technology system now automatically displays Riskalyze’s Risk Number® to help advisors align risk levels in performance reporting and portfolio analysis

2-07-19, Panoramix™ Rated the Highest in User Satisfaction in Popular Advisor Technology Survey

Innovative performance reporting and billing technology platform received the highest ranking in the 2019 T3 Software Survey in the Portfolio Management Systems category

1-28-19, Panoramix™ Now Reports on $10 Billion in Assets Under Management (AUM) for RIAs

Innovative performance reporting and billing technology platform experiencing growing momentum in the independent RIA marketplace

05-31-18, 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

04-18-18, Panoramix™ Guest Post on Nerd's Eye View (kitces.com)

Check out our guest blog post on Michael Kitces' Nerd's Eye View

02-27-18, Panoramix™ Interview by FPPad at TD LINC conference

Check out the interview with Bill Winterberg from FPPad and our CEO Chris Hastings at the TD Ameritrade LINC conference

05-08-17, Panoramix™ Experiencing Strong Business Results; Releases New Industry Research

Innovative advisor technology platform gains 200 new RIA firms in first full year in business; releases report showing that performance reporting costs can be lowered by 80%

09-15-16, Panoramix™ Now Interfaces With Redtail Technology

Panoramix™ has completed its interface with Redtail Technology to allow single sign on between Redtail and Panoramix and also the ability to pull reports from Panoramix directly in Redtail

07-06-16, Panoramix™ for Financial Advisors Partners with Quovo

Panoramix™ Adds Industry-Leading Data Aggregation Technology to Portfolio Management and Performance Reporting Platforms

05-17-16, Panoramix™ Now Interfaces With Scottrade Advisor Services

Panoramix™ has completed its integration with Scottrade Advisor Services. Panoramix clients now have access to accounts held with Scottrade.

03-31-16, Panoramix™ Adds Batch Reports

Panoramix™ now offers batch reporting. Advisors have the ability to set up report groups and create a single consolidate monthly or quarterly report for all of their clients

03-31-16, Panoramix™ Enhances Its Billing System

Panoramix™ has enhanced its billing to include multiple fee structures, billing cycles, new values bases and additional overrides

03-15-16, Panoramix™ Now Interfaces With Interactive Brokers

Panoramix™ has completed its integration with Interactive Brokers. Panoramix clients now have access to accounts held with IB.

02-01-16, Panoramix™ Releases Its Client Portal

Panoramix™ now offers a client portal for its advisors, so their clients can see portfolio balances, reports, statements and other documents on-line

09-15-15, Panoramix™ Adds Automated Fee Statements and Invoicing

Panoramix™ can now generate client fee invoices and statements and store them with your clients' documents, print them, or email them to your clients

06-05-15, Panoramix™ Adds Benchmarking to its Performance Reports

Panoramix™ has added the ability to include benchmarks and custom blended benchmarks to all of its performance reports

04-06-15, Panoramix™ Adds Fee Billing System

Panoramix™ now offers a flexible billing and fee system for its advisors

02-27-14, Effective Dashboard Solutions for the Financial Advisor

Technology Tools for Today

12-04-13, Panoramix™ Announces The Release Of Its Mobile Site

Panoramix™ releases its mobile site

12-19-11, Sapphire Software Releases Panoramix™ Portfolio Management Dashboard

Software for independent financial advisors offers single, truly integrated system for client information

06-15-21, Panoramix And FeeX Partnership Webcast

Dave Goldman from FeeX and Chris Hastings and Joe Lucking from Panoramix discuss their new partnership and the integration of the two products.

03-15-21, Panoramix Partner Spotlight featuring Schwab

Panoramix Partner Spotlight Series episode hosted by Joel Bruckenstein and featuring Chris Hastings from Panoramix and Kartik Srinivasan, Senior Managing Director of 3rd Party Integrations, from Charles Schwab.

02-10-21, Panoramix Client Spotlight featuring ImpactFolio

Panoramix Client Spotlight Series episode hosted by Tim Welsh and featuring Chris Hastings from Panoramix and Scott Arnold and Rebecca Kennedy from ImpactFolio.

01-28-21, Panoramix Partner Spotlight featuring Redtail Technologies

Panoramix Partner Spotlight Series episode hosted by Tim Welsh and featuring Chris Hastings from Panoramix and Brian McLaughlin from Redtail Technologies.

11-15-20, FinTech Trends:Billing and Performance

Tim Welsh interviews Chris Hastings and Joe Lucking about the trends in FinTech as they relate to billing and performance reporting and how Panoramix fits in.

11-12-20, The Future Of Wealth Tech: AdvisorPeak and Panoramix

Keena Pettijohn of Lifelogixs and John O'Connell of Oasis Group host a discussion of technology in the wealth management space with a panel from AdvisorPeak and Panoramix.

10-15-20, Billing In Your Clients Best Interest

Chris Hastings talks about billing trends and other best practices that Panoramix has seen over the years from its user base, and gives advisors a roadmap to follow for billing decisions including 5 hard and fast rules for billing.

08-15-23, Panoramix Featured In Wealth Management 2023 Midyear Market Outlook

Wealth Management 2023 Midyear Market Outlook features an article from Panoramix about sustained organic growth (and Le Tour de France).

01-06-23, Panoramix Featured In Wealth Management 2023 Market Outlook

Wealth Management 2023 Market Outlook features an article from Panoramix on the effects of the current market on AUM based fees.

08-22-22, Panoramix Issue Brief:The Big Profitability Squeeze of 2022

With markets becoming ever more volatile, independent RIAs are starting to feel the pain from their asset-based fee structures.

01-19-21, Performance Net Of Fees vs Gross Of Fees: Are We Doing It Right?

To bundle or not to bundle. That is the question

08-25-20, The Case for Average Billing

The Case for Average Billing: Smoothing out market fluctuations.

02-01-19, The Myth of GIPS Compliance

The Myth of GIPS Compliance: Is it Really Necessary for RIAs?

07-31-18, Avoid These 5 Mistakes

Avoid These 5 Mistakes: The Professional’s Guide to Building a Scalable RIA Firm

02-15-18, Performance Calculation Methods

Performance Calculation Methods

10-12-17, Trends in Fee Billing

Trends in Fee Billing –From the RIA Startup to the Billion Dollar Firm

05-01-17, Why Is Performance Reporting So Expensive

Why Is performance reporting so expensive?

03-18-15, Managing A Customer’s Accounts Is Simple With Panoramix

One of the challenges for a financial advisor is monitoring a customer’s handful of accounts.

03-06-15, Financial Advisor CRM Made Easy

For any independent financial advisor

02-27-14, Effective Dashboard Solutions for the Financial Advisor

Technology Tools for Today

09-24-13, Financial Advisors Constantly Facing Ethical Issues

Even scrupulously honest financial planners can now face real dilemmas when trying to do the right thing for their clients.

06-10-13, How To Effectively Self Promote, IFA Style

Some Basic 'Getting The Word Out' Efforts Can Go A Long Way

04-03-13, With Panoramix, Information Meets Integration Like No Other

With Panoramix, Information Meets Integration Like No Other For Financial Advisors and Broker Dealers

02-01-13, Panoramix To Sponsor & Exhibit At Upcoming T3 Conference In Miami

Must-Attend Event For Financial Advisors Nationwide

12-17-12, Complimentary Whitepaper: Information Meeting Integration

The Benefit Of A Single Desktop Client Management System For Independent Financial Advisors

08-24-12, Panoramix presents at Laser App conference 2012

Panoramix presents at Laser App conference 2012

7-5-12, Complimentary Whitepaper: Optimize Your Client Management System, Optimize Revenues

A Special Report For Independent Financial Advisors

01-20-12, Three Top Challenges Facing Independent Financial Advisors In 2012

It All Circles Back To Keeping Up With The Technology

12-20-11, Managing Client Data To Benefit Both You & The Client

Exploring Improvements In Web-Based Client Management Systems For Independent Financial Advisors

04-01-21, Advisor Perspectives Dorval & Chorne

Advisor Perspectives – Dorval & Chorne - April 2021

10-01-19, Advisor Perspectives Lindsey Wealth Management

Advisor Perspectives – Lindsey Wealth Management - October 2019

08-01-19, Advisor Perspectives RockCrest Financial, LLC

Advisor Perspectives – RockCrest Financial, LLC - August 2019

06-01-19, Advisor Perspectives Stout Bowman & Associates

Advisor Perspectives – Stout Bowman & Associates - June 2019

06-01-18, Advisor Perspectives True Financial Group

Advisor Perspectives – True Financial Group - June 2018

09-01-17, Advisor Perspectives Financial Aurora

Advisor Perspectives – Financial Aurora - Sept 2017

06-01-17, Advisor Perspectives Nelson Financial Management

Advisor Perspectives – Nelson Financial Management - June 2017

11-01-22, Schwab IMPACT 2022 Conference

Denver, CO November 1st - November 3rd 2022

05-02-22, T3 Advisor Conference

May 2nd - May 4th 2022

10-27-20, Schwab IMPACT 2020 Conference

October 27th - November 13th 2020 - virtual

10-20-20, Wealthbox partner spotlight webinar

October 20th at 1:00 pm

10-10-20, XYPN Live(ish) 2020

October 10th - 13th 2020 - virtual

08-18-20, Riskalyze Fearless Week

August 18th - 21st 2020 - virtual