About Us
Industry Recognition
Panoramix has been ranked #1 In User Satisfaction for portfolio management systems in every T3 / Inside Information Software Survey since 2019, and named a winner or finalist in the WealthManagement.com Industry Awards every year over the same period.
#1 Ranked
#1 In User Satisfaction
Portfolio management systems — T3 / Inside Information Software Survey, every year since 2019.
8
Consecutive years ranked #1
2019 – 2026
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2019
- #1 In User Satisfaction (opens in a new tab) for portfolio management systems
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2020
- #1 In User Satisfaction for portfolio management systems
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2021
- #1 In User Satisfaction for portfolio management systems
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2022
- #1 In User Satisfaction for portfolio management systems
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2023
- #1 In User Satisfaction for portfolio management systems
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2024
- #1 In User Satisfaction for portfolio management systems
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2025
- #1 In User Satisfaction for portfolio management systems
- Software All Star for portfolio management systems
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2026
- #1 In User Satisfaction for portfolio management systems
- Software All Star (opens in a new tab) for portfolio management systems and billing
22
Recognitions since 2019
Each one listed in full below
3
Research firms and awards programs
T3, WealthManagement.com and Kitces
2
WealthManagement.com Industry Award wins
Retirement Income Technology and Corporate Social Responsibility
WealthManagement.com Industry Awards
Two wins and eight further finalist places across the categories below.
- Finalist 2026 Business Support Systems and AI > Workflow Automation
- WINNER 2025 Retirement Income Technology
- Finalist 2025 Corporate Social Responsibility and Retirement Income Technology
- Finalist 2024 (opens in a new tab) Cash Optimization, Compliance, and Risk Tolerance / Client Profiling
- Finalist 2023 (opens in a new tab) Workflow Automation, Thought Leadership, Client Portals and Portfolio Management Accounting Performance Reporting.
- Finalist 2022 (opens in a new tab) Retirement Income, Business Support Systems - Workflow Automation.
- WINNER 2021 (opens in a new tab) Corporate Social Responsibility.
- Finalist 2021 (opens in a new tab) Workflow Automation, Thought Leadership, Corporate Social Responsibility and Document Management.
- Finalist 2020 Portfolio Management Accounting and Performance Reporting, CTO of the year, Technology - Compliance, Technology - Cyber Security.
- Finalist 2019 Thought leadership for our Industry Content whitepaper series.
Kitces
Rated for performance reporting in The Kitces Report.
- Best Value 2023 (opens in a new tab) for performance reporting
- Runnner Up Overall Satisfaction 2023 (opens in a new tab) for performance reporting
