News and Updates |
Managing A Customer’s Accounts Is Simple With Panoramix™
One of the challenges for a financial advisor is monitoring a customer’s handful of accounts. Between mutual funds, brokerages accounts and more, it can be a daunting task.
With the Panoramix™ portfolio management tool, the challenge becomes nearly effortless. The tool’s dashboard enables financial advisors to manage a variety of financial accounts in one place rather than inconveniently clicking from site to site. To see how the Panoramix™ tool can work for your business, view our demos and then contact us to get started.
| About Panoramix™ |
Panoramix™ was developed by Sapphire Software Services, a custom software and business-to-business automation company founded in 2003. Sapphire brings business applications to the web, provides consulting services with the best vendors and partnerships, and offers professional development capabilities to automate business processes. Sapphire specializes in business application software development for companies in the financial services sector. For more information on Panoramix, or to schedule a live demo of the product, contact Panoramix at support@panoramixfinancial.com. Also, go to www.panoramixfinancial.com to view an on-demand demo of Panoramix.
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