Billing and Performance Reporting for RIAs
A portfolio management platform built to simplify billing and performance reporting for advisors.
Common Challenges for Advisors
- Billing takes too long.
- My reports don't tell the story I want.
- I'm paying for functionality I don't use.
- Support tickets disappear into a black hole.
- I have too many systems and not enough time.
How Panoramix Helps
Panoramix helps advisors speed up billing, create clearer client-ready reporting, avoid paying for tools they do not need, get responsive support when issues come up, and reduce the strain of working across too many disconnected systems.
#1 In Customer Satisfaction for portfolio management systems in the 2026 T3 Survey.
Read the 2026 announcement →#1 In Customer Satisfaction and Software All Star for portfolio management systems in the 2025 T3 Survey.
See the 2025 survey results →Winner in Retirement Income Technology at the 2025 WealthManagement.com Industry Awards.
Read the award announcement →Finalist in two categories at the 2025 WealthManagement.com Industry Awards.
View the finalist announcement →
