Trading & Rebalancing
Panoramix Pro adds a trading platform that can enhance your Panoramix product experience.
What Panoramix Pro Adds
For an additional cost of $2,500 per year, you can add Panoramix Pro to Panoramix and enable:
Generate Trade Files
Package all trade requests into a single trading file that can be used for your custodian.
Schwab API Enabled
Submit all trades directly to Schwab though the Schwab API interface.
Fix Flyer Connection
Submit trades electronically to your custodians.
Bulk Trades
Generate bulk trades across your entire book.
Individual Account Trades
Generate individual account and holding trades directly from the client's portfolio screen.
Trading Rules
Leverage powerful search results for making trading decisions at account and model-level categories.
Rebalancing
Determine allocation drift between models and actual holdings to determine and generate trades.
One Click Cash Allocation
“Right-click” cash distribution allows you to automatically allocate and create trades for cash deposits.
The Rebalancing Workflow
Select Accounts
A single account, or every account in a household together.
Set the Model
Target allocation, fractional shares, minimum trade sizes, partial rebalancing.
Generate Trades
Proposed buys and sells against target, with a full calculation trail.
Confirm & Send
Validated orders out to Schwab, Apex, Pershing, Altruist, Fix Flyer or Excel.
Sample Reports and Screens
Pricing
Combined with our top-rated customer support and low pricing, Panoramix and Panoramix Pro are the best value in the industry.
Panoramix Pro An additional $2,500 per year, added to Panoramix. See full pricing
