It’s time you started working smarter, not harder. Panoramix™ brings together your portfolio management,
contact management, performance reporting and billing tools into one easy-to-use dashboard, helping
you streamline your tasks, bolster your productivity and have more time to focus on your clients. With the integration with Redtail Technology, you can seemlessly move between the two systems and even run Panoramix reports directly from your Redtail client screen.
Panoramix™ is an approved integration partner of RedTail Technology
About Redtail Technology
is a leading provider of web-based Client Relationship Management (CRM), paperless office and email archiving solutions in the financial services industry.
Easily affordable, easy to implement and offering integration with many of the industry's most widely-used applications, Redtail is committed to providing financial advisors with the core technologies that drive their day-to-day operations.
CRM is ultimately about not only acquiring and managing your clients and prospects—it's also about servicing them and, in turn, extracting value from the relationships.
At the same time, it's about doing all of these things while improving operational efficiency.