Panoramix
Financial Software · Minnesota, United States · 1-10 Employees
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Overview
Headquarters
1470 Englert Rd, Eagan, Minnesota, 55122...Phone Number
(877) 595-3282Website
www.panoramixfinancial.comRevenue
<$5 MillionIndustry
ZI Rank: 1
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About Panoramix
Panoramix offers RIA portfolio management software designed for financial advisors, featuring innovative tools for performance reporting and billing. Their Sapphire Data Engine enhances efficiency, resulting in lower costs and high value for users. The company also provides a trading and rebalancing platform known as Panoramix Pro. With a strong focus on customer satisfaction, Panoramix has received multiple industry awards and recognition for its technology solutions.Explore more
Panoramix Org Chart
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Panoramix Tech Stack
A closer look at the technologies used by Panoramix
Panoramix News & Media
Panoramix Partners with Apex to Create Fully-Digital New Account...
RIAs can now open accounts at Apex directly through Panoramix via transformative, end-to-end, digital account opening, funding, and onboarding integrations (PRWeb June 06, 2023) Read the full story at https://www.prweb.com/releases/panoramix_partners_with_apex_to_create_fully_digital_new_account_opening_capability/prweb19372269.htmPanoramix 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 (PRWeb March 15, 2023) Read the full story at https://www.prweb.com/releases/panoramix_ranked_number_1_in_customer_satisfaction_five_years_in_a_row/prweb19225842.htmPanoramix 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. EAGAN, Minn. and GAINESVILLE, Fla., Nov. 14, 2022 /PRNewswire/ -- Panoramix, an innovative advisor technology...AdvicePay Launches New Fee-for-Service Billing and Net-of-Fees...
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... (PRWeb August 25, 2022) Read the full story at https://www.prweb.com/releases/advicepay_launches_new_fee_for_service_billing_and_net_of_fees_performance_reporting_through_integration_with_panoramix/prweb18860598.htm
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Frequently Asked Questions Regarding Panoramix
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Panoramix offers RIA portfolio management software designed for financial advisors, featuring innovative tools for performance reporting and billing. Their Sapphire Data Engine enhances efficiency, resulting in lower costs and high value for users. The company also provides a trading and rebalancing platform known as Panoramix Pro. With a strong fo... Read More
