Billing.
Performance.
Panoramix.

Portfolio Management
For RIAs and Financial Advisors

 
About Panoramix

Panoramix - with its innovative Sapphire Data Engine - provides efficiencies for performance reporting and billing that translate into lower costs and high value for the advisor.

Panoramix Pro - Trading and rebalancing platform


View our Demos

Take a quick tour online with our overview videos or schedule a live demo with our sales team.

Industry Updates

06-02-26: Synergy 2026

03-20-26: Panoramix Ranked #1 Portfolio Management Software in 2026 T3 Survey for Eighth Consecutive Year

03-11-26: Panoramix Introduces FacetAI, a Practical AI Initiative Built for Advisors

03-9-26: T3 Advisor Conference

Panoramix™ Recent Industry Awards

#1 In Customer Satisfaction and Software All Star for portfolio management systems 2026 T3 Advisor Survey

#1 In Customer Satisfaction and Software All Star for portfolio management systems 2025 T3 Advisor Survey

WINNER - 2025 WealthManagement.com Industry Awards Retirement Income Technology.

Finalist - 2025 WealthManagement.com Industry Awards in 2 categories

#1 In Customer Satisfaction for portfolio management systems 2024 T3 Advisor Survey

Finalist - 2024 WealthManagement.com Industry Awards in 3 categories

Best Value for portfolio management systems 2023 Kitces Report

WINNER - 2021 WealthManagement.com Industry Awards Corporate Social Responsibility.


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