About Panoramix
Panoramix gives independent financial advisors a clean, instant snapshot that lets you focus on serving clients
more efficiently. It’s the truly integrated dashboard software you’ve been asking for. Panoramix includes:
- Real-time, two-way integration with calendar and contact programs like Outlook® or Google®. Enter information only once and you’re always up to date. See every email relevant to your client in one place.
- Seamless integration with multiple data sources like fund families, brokerage accounts and managed accounts. No more clicking from site to site while your client waits on hold.
- Pre-defined links to hundreds of common sites such as brokerage houses and life insurers. Log in once with username and password and you’re good to go every time you click.
- Full text search capability lets you search your entire Panoramix database by partial name, email address, phone number or any other word. Find what you need quickly.
- Customize screens, lists, fields and reports to get just the information you need. Panoramix lets you generate reports and data layouts in multiple ways – by household, performance data, stocks and funds across portfolios and more.
- One-click access to your Blotter to view financial transactions across your book of business.
- Document management stores your documents by client so you can easily find them later and also integrates with LaserApp and Microsoft Word to generate forms.
