Integrations
Connect the systems your firm already relies on.
Panoramix continues to expand its third-party integrations to give advisors flexibility in building the technology stack that works for their firm. If you’re looking for an integration you don’t see listed here, contact us at [email protected] to learn more about current and upcoming options. Technology providers interested in integrating with Panoramix can reach our integrations team at [email protected].
41 partners across 4 categories
Financial Data Integration Partners
23 partners
Schwab Advisor Services
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Fidelity
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ByAllAccounts
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DAZL
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DST FanMail
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Trade PMR
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Orion Portfolio Solutions
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Interactive Brokers
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SEI
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Axos Advisor Services
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Pershing
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My529
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Pontera
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Apex
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RBC
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Assetmark
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Betterment
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PacificLifeAnnuities
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Eaglebrook
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Plaid
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Wedbush
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Altruist
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