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.
One of the challenges for a financial advisor is monitoring a customer’s handful of accounts. Between mutual funds, brokerages accounts and more, it can be a daunting task.
With the Panoramix™ portfolio management tool, the challenge becomes nearly effortless. The tool’s dashboard enables financial advisors to manage a variety of financial accounts in one place rather than inconveniently clicking from site to site. To see how the Panoramix™ tool can work for your business, view our demos and then contact us to get started.
About Panoramix
Developed in 2013 by Sapphire Software Services, Inc., Panoramix provides portfolio management and reporting software for RIAs and financial advisors. Specializing in billing and performance reporting, the Panoramix platform is multi-custodial and, with its wide array of partners and integrations, is flexible enough to integrate seamlessly into an existing tech stack, while still being robust enough to stand on its own. Panoramix is industry-recognized as a Kitces’ Best Value (2023) and a top performer on the T3 Inside Information Survey eight years running (2019–2026). For more, see www.panoramixfinancial.com.
