About Us
Industry Recognition
Panoramix has been ranked #1 In User Satisfaction for portfolio management systems in every T3 / Inside Information Software Survey since 2019, and named a winner or finalist in the WealthManagement.com Industry Awards every year over the same period.
#1 Ranked
#1 In User Satisfaction
Portfolio management systems — T3 / Inside Information Software Survey, every year since 2019.
8
Consecutive years ranked #1
2019 – 2026
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2019
- #1 In User Satisfaction (opens in a new tab) for portfolio management systems
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2020
- #1 In User Satisfaction for portfolio management systems
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2021
- #1 In User Satisfaction for portfolio management systems
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2022
- #1 In User Satisfaction for portfolio management systems
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2023
- #1 In User Satisfaction for portfolio management systems
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2024
- #1 In User Satisfaction for portfolio management systems
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2025
- #1 In User Satisfaction for portfolio management systems
- Software All Star for portfolio management systems
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2026
- #1 In User Satisfaction for portfolio management systems
- Software All Star (opens in a new tab) for portfolio management systems and billing
37
Recognitions since 2017
Across 3 research firms and awards programs.
3
WealthManagement.com Industry Award wins
Business Support Systems, Retirement Income Technology and Corporate Social Responsibility
WealthManagement.com Industry Awards
Three wins and ten further finalist places across the categories below.
- WINNER 2026 (opens in a new tab) Business Support Systems
- 2x Finalist 2026 Business Support Systems; AI > Workflow Automation
- WINNER 2025 Retirement Income Technology
- 2x Finalist 2025 Corporate Social Responsibility; Retirement Income Technology
- 3x Finalist 2024 (opens in a new tab) Cash Optimization; Compliance; Risk Tolerance / Client Profiling
- 4x Finalist 2023 (opens in a new tab) Workflow Automation; Thought Leadership; Client Portals; Portfolio Management Accounting Performance Reporting
- 2x Finalist 2022 (opens in a new tab) Retirement Income; Business Support Systems - Workflow Automation
- WINNER 2021 (opens in a new tab) Corporate Social Responsibility
- 4x Finalist 2021 (opens in a new tab) Workflow Automation; Thought Leadership; Corporate Social Responsibility; Document Management
- 4x Finalist 2020 Portfolio Management Accounting and Performance Reporting; CTO of the year; Technology - Compliance; Technology - Cyber Security
- 2x Finalist 2019 Thought leadership for our Industry Content whitepaper series; Performance Reporting
- Finalist 2018 Thought leadership for our Industry Content whitepaper series
- Finalist 2017 Thought leadership for our Industry Content whitepaper series
Kitces
Rated for performance reporting in The Kitces Report.
- Best Value 2023 (opens in a new tab) for performance reporting
- Runnner Up Overall Satisfaction 2023 (opens in a new tab) for performance reporting
