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Complimentary Whitepaper
The Myth of GIPS Compliance: Is it Really Necessary for RIAs?
Panoramix™ Industry Content Series
Welcome to the fifth in a series of industry content from Panoramix designed to help advisors succeed in a more challenging operating environment.
One hot topic area for advisors is the matter of becoming GIPS compliant. Many firms think that they need to be GIPS compliant when the reality is that depending on your business model, you may likely not need to be. This is an important decision as it can represent an area to save time, resources and lower your risk exposure.
Specifically, advisors frequently ask us about GIPS compliance, such as: Is Panoramix GIPS compliant? Are your performance reports GIPS compliant? Should I be GIPS compliant?
In order to answer these questions and provide a clear path forward, this white paper will review the tenets of GIPS compliance, analyze what is required and provide a decision framework to help advisors navigate this complex issue based on our years of experience in working with hundreds of advisory firms.
| About Panoramix™ |
Developed in 2013 by Sapphire Software Services, Inc., Panoramix provides portfolio management and reporting software for RIAs and financial advisors. Specializing in billing and performance reporting, the Panoramix platform is multi-custodial and, with its wide array of partners and integrations, is flexible enough to integrate seamlessly into an existing tech stack, while still being robust enough to stand on its own. Panoramix is industry-recognized as a Kitces’ Best Value (2023) and a top performer on the T3 Inside Information Survey eight years running (2019–2026). For more, see www.panoramixfinancial.com.
