News and Updates

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

11-04-19, Schwab IMPACT 2019 Conference

November 4th - 7th 2019: San Diego Convention Center - San Diego, CA

01-29-20, TD Ameritrade LINC 2020

January 29th - 31st 2020: Hyatt Regency - Orlando, FL

02-17-20, Technology Tools for Today (T3) Advisor Conference

February 17 - 20th 2020: Marrout Marquis - San Diego, CA

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.

03-6-15, 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