Do more.
Deliver more.

GET A TRULY INTEGRATED
PORTFOLIO MANAGEMENT EXPERIENCE.

It’s time you started working smarter, not harder. Panoramix brings together your portfolio management, contact management, performance reporting and billing tools into one easy-to-use dashboard, helping you streamline your tasks, bolster your productivity and have more time to focus on your clients.

PANORAMIX IS AN APPROVED INTEGRATION PARTNER OF TD AMERITRADE

AUTOMATE AND STREAMLINE LABOR-INTENSIVE TASKS

As an intuitive technology hub, Panoramix integrates all your information to reveal a more complete picture
of your portfolio management and client data—so you can save time and deliver more.

FINANCIAL REPORTS FAST

Generate comprehensive financial performance reports fast

  • Real-time compatibility with tools from leading custodians, including TD Ameritrade, and data sources
  • Basic market return, time and dollar weighted performance reports
  • Organized the way you need it, by portfolio, account or holding
  • Easy batch reporting
Click here for sample reports >
ONE INTERFACE
BE CONFIDENT
FUNCTIONALITY YOU NEED

Generate comprehensive financial performance reports fast

  • Real-time compatibility with tools from leading custodians, including TD Ameritrade, and data sources
  • Basic market return, time and dollar weighted performance reports
  • Organized the way you need it, by portfolio, account or holding
  • Easy batch reporting
Click here for sample reports >

See all that Panoramix can do for your business.

or call 877-595-3282