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
Software for independent financial advisors offers single, truly integrated system for client information
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.
08-25-20, 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.
03-6-15, Financial Advisor CRM Made Easy
For any independent financial advisor
02-27-14, Effective Dashboard Solutions for the Financial Advisor