News and Updates
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
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
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
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
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
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