Portfolio Management for RIAs and Financial Advisors

Panoramix Pro adds a trading platform that can enhance your Panoramix product experience.

For an additional cost of $2500 per year, you can add Panoramix Pro to Panoramix and enable:

• Generate Trade Files: Package all trade requests into a single trading file that can be used for your custodian.
• Schwab API Enabled: Submit all trades directly to Schwab though the Schwab API interface.
• Fix Flyer Connection: Submit trades electronically to your custodians.
• Bulk Trades: Generate bulk trades across your entire book.
• Individual Account Trades: Generate individual account and holding trades directly from the client's portfolio screen.
• Trading Rules: Leverage powerful search results for making trading decisions at account and model-level categories.
• Rebalancing: Determine allocation drift between models and actual holdings to determine and generate trades.
• One Click Cash Allocation: “Right-click” cash distribution allows you to automatically allocate and create trades for cash deposits.

Combined with our top-rated customer support and low pricing, Panoramix and Panoramix Pro are the best value in the industry.