Panoramix

FINANCIAL REPORTS FAST

Generate comprehensive financial performance reports fast

Real-time compatibility with tools from leading custodians, including TD Ameritrade, and data sources
Basic market return, time and dollar weighted performance reports
Organized the way you need it, by portfolio, account or holding
Easy batch reporting

Click here for sample reports >

ONE INTERFACE

Simplify—with one interface for all your data

Consolidate data from multiple custodians, fund families, brokerage accounts and more
One-click access to your blotter for quick viewing of financial transactions across your book of business
Integration with leading financial planning software, including MoneyGuidePro, Moneytree, Riskalyze and Redtail
Automated fee structuring and billing—and easy form generation through LaserApp and Microsoft Word

BE CONFIDENT

Be confident your data is accurate and secure

Data and reports are always complete and correct
Document management for secure archival and thorough data organization, in case of an audit

FUNCTIONALITY YOU NEED

Get all the functionality you need

At a fraction of the cost of other portfolio management tools, Panoramix scales to your business and offers optional enhancements to accommodate your needs as you grow.

Starting at $400 per month or $4,000 annual subscription

Generate comprehensive financial performance reports fast

Real-time compatibility with tools from leading custodians, including TD Ameritrade, and data sources
Basic market return, time and dollar weighted performance reports
Organized the way you need it, by portfolio, account or holding
Easy batch reporting

Click here for sample reports >

GET A TRULY INTEGRATED
PORTFOLIO MANAGEMENT EXPERIENCE.

AUTOMATE AND STREAMLINE LABOR-INTENSIVE TASKS

Generate comprehensive financial performance reports fast

Simplify—with one interface for all your data

Be confident your data is accurate and secure

Get all the functionality you need

Starting at $400 per month or $4,000 annual subscription

Generate comprehensive financial performance reports fast

See all that Panoramix can do for your business.

GET A TRULY INTEGRATED PORTFOLIO MANAGEMENT EXPERIENCE.

AUTOMATE AND STREAMLINE LABOR-INTENSIVE TASKS

Generate comprehensive financial performance reports fast

Simplify—with one interface for all your data

Be confident your data is accurate and secure

Get all the functionality you need

Starting at $400 per month or $4,000 annual subscription

Generate comprehensive financial performance reports fast

See all that Panoramix can do for your business.

GET A TRULY INTEGRATED
PORTFOLIO MANAGEMENT EXPERIENCE.