Blog
Articles, case studies, and webcasts on billing, performance reporting, and running an independent advisory practice.
Showing all 43 posts
Panoramix Featured In Wealth Management 2026 Midyear Market Outlook
Wealth Management 2026 Market Outlook features an article from Panoramix entitled Size Matters?
Panoramix Featured In Wealth Management 2026 Market Outlook
Wealth Management 2026 Market Outlook features an article from Panoramix entitled Charting a Unique Path in Fintech
Panoramix Featured In Wealth Management 2025 Midyear Market Outlook
Wealth Management 2025 Market Outlook features an article from Panoramix entitled Kickin’ It Small
Panoramix Featured In Wealth Management 2025 Market Outlook
Wealth Management 2025 Market Outlook features an article from Panoramix entitled Does Low Median to Mean Ratio Stand Up?
Panoramix Featured In Wealth Management 2024 Midyear Market Outlook
Wealth Management 2024 Midyear Market Outlook features an article from Panoramix entitled Churn:Not Merely for Making Butter.
Panoramix Featured In Wealth Management 2024 Market Outlook
Wealth Management 2024 Market Outlook features 2 articles from Panoramix.
Advisor Perspectives Think Different Wealth Advisors
Advisor Perspectives – Think Different Wealth Advisors - October 2023
Panoramix Featured In Wealth Management 2023 Midyear Market Outlook
Wealth Management 2023 Midyear Market Outlook features an article from Panoramix about sustained organic growth (and Le Tour de France).
Panoramix Featured In Wealth Management 2023 Market Outlook
Wealth Management 2023 Market Outlook features an article from Panoramix on the effects of the current market on AUM based fees.
Panoramix Issue Brief:The Big Profitability Squeeze of 2022
With markets becoming ever more volatile, independent RIAs are starting to feel the pain from their asset-based fee structures.
Panoramix And FeeX Partnership Webcast (opens in a new tab)
Dave Goldman from FeeX and Chris Hastings and Joe Lucking from Panoramix discuss their new partnership and the integration of the two products.
Advisor Perspectives Dorval & Chorne
Advisor Perspectives – Dorval & Chorne - April 2021
Panoramix Partner Spotlight featuring Schwab (opens in a new tab)
Panoramix Partner Spotlight Series episode hosted by Joel Bruckenstein and featuring Chris Hastings from Panoramix and Kartik Srinivasan, Senior Managing Director of 3rd Party Integrations, from Charles Schwab.
Panoramix Client Spotlight featuring ImpactFolio (opens in a new tab)
Panoramix Client Spotlight Series episode hosted by Tim Welsh and featuring Chris Hastings from Panoramix and Scott Arnold and Rebecca Kennedy from ImpactFolio.
Panoramix Partner Spotlight featuring Redtail Technologies (opens in a new tab)
Panoramix Partner Spotlight Series episode hosted by Tim Welsh and featuring Chris Hastings from Panoramix and Brian McLaughlin from Redtail Technologies.
Performance Net Of Fees vs Gross Of Fees: Are We Doing It Right?
To bundle or not to bundle. That is the question
FinTech Trends:Billing and Performance (opens in a new tab)
Tim Welsh interviews Chris Hastings and Joe Lucking about the trends in FinTech as they relate to billing and performance reporting and how Panoramix fits in.
The Future Of Wealth Tech: AdvisorPeak and Panoramix (opens in a new tab)
Keena Pettijohn of Lifelogixs and John O'Connell of Oasis Group host a discussion of technology in the wealth management space with a panel from AdvisorPeak and Panoramix.
Billing In Your Clients Best Interest (opens in a new tab)
Chris Hastings talks about billing trends and other best practices that Panoramix has seen over the years from its user base, and gives advisors a roadmap to follow for billing decisions including 5 hard and fast rules for billing.
The Case for Average Billing
The Case for Average Billing: Smoothing out market fluctuations.
Advisor Perspectives Lindsey Wealth Management
Advisor Perspectives – Lindsey Wealth Management - October 2019
Advisor Perspectives RockCrest Financial, LLC
Advisor Perspectives – RockCrest Financial, LLC - August 2019
Advisor Perspectives Stout Bowman & Associates
Advisor Perspectives – Stout Bowman & Associates - June 2019
The Myth of GIPS Compliance
The Myth of GIPS Compliance: Is it Really Necessary for RIAs?
Avoid These 5 Mistakes
Avoid These 5 Mistakes: The Professional’s Guide to Building a Scalable RIA Firm
Advisor Perspectives True Financial Group
Advisor Perspectives – True Financial Group - June 2018
Performance Calculation Methods
Performance Calculation Methods
Trends in Fee Billing
Trends in Fee Billing –From the RIA Startup to the Billion Dollar Firm
Advisor Perspectives Financial Aurora
Advisor Perspectives – Financial Aurora - Sept 2017
Advisor Perspectives Nelson Financial Management
Advisor Perspectives – Nelson Financial Management - June 2017
Why Is Performance Reporting So Expensive
Why Is performance reporting so expensive?
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.
Financial Advisor CRM Made Easy
For any independent financial advisor
Effective Dashboard Solutions for the Financial Advisor PDF
Technology Tools for Today
Financial Advisors Constantly Facing Ethical Issues
Even scrupulously honest financial planners can now face real dilemmas when trying to do the right thing for their clients.
How To Effectively Self Promote, IFA Style
Some Basic 'Getting The Word Out' Efforts Can Go A Long Way
With Panoramix, Information Meets Integration Like No Other
With Panoramix, Information Meets Integration Like No Other For Financial Advisors and Broker Dealers
Panoramix To Sponsor & Exhibit At Upcoming T3 Conference In Miami
Must-Attend Event For Financial Advisors Nationwide
Complimentary Whitepaper: Information Meeting Integration
The Benefit Of A Single Desktop Client Management System For Independent Financial Advisors
Panoramix presents at Laser App conference 2012
Panoramix presents at Laser App conference 2012
Complimentary Whitepaper: Optimize Your Client Management System, Optimize Revenues
A Special Report For Independent Financial Advisors
Three Top Challenges Facing Independent Financial Advisors In 2012
It All Circles Back To Keeping Up With The Technology
Managing Client Data To Benefit Both You & The Client
Exploring Improvements In Web-Based Client Management Systems For Independent Financial Advisors
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