News & Updates
Press announcements and industry events from Panoramix.
Showing all 77 updates
Panoramix Named a Finalist in the 2026 Wealth Management Industry Awards
'Wealthies' Finalist for Business Support Systems and AI > Workflow Automation
Synergy 2026 (opens in a new tab)
Washington, DC June 2nd - 5th 2026
Panoramix Ranked #1 Portfolio Management Software in 2026 T3 Survey for Eighth Consecutive Year
>Panoramix Pro also recognized as top performer
Panoramix Introduces FacetAI, a Practical AI Initiative Built for Advisors
CEO Chris Hastings unveils early capabilities at the T3 Technology Conference in New Orleans
T3 Advisor Conference (opens in a new tab)
New Orleans, LA March 9th - 12th 2026
Schwab IMPACT 2025 Conference (opens in a new tab)
Denver, CO November 4th - 6th 2025
Insider's Forum 2025 (opens in a new tab)
New Orleans, LA September 23rd - 25th 2025
Panoramix Wins Best Technology Provider: Retirement Income Technology in the 2025 Wealth Management Industry Awards
Panoramix elated with adding another 'Wealthie' to the trophy case.
Panoramix Launches New Tax Loss Harvesting Feature, Enabling Advisors with Practical Portfolio Management Tools
With this release Panoramix enhances its growing suite of tax aware tools.
Panoramix Named a Finalist in the Wealth Management 2025 Industry Awards
'Wealthies' Finalist for Corporate Social Responsibility and Retirement Income Technology
Synergy 2025 (opens in a new tab)
Tampa, FL May 27st - May 29th 2025
Panoramix Ranked #1 Portfolio Management Software in 2025 T3 Survey for seventh consecutive year
With an industry-leading 9.42 satisfaction score (compared to the category average of 7.41), Panoramix has once again demonstrated its unwavering commitment to providing independent financial advisors with a premier experience.
Schwab IMPACT 2024 Conference (opens in a new tab)
San Francisco, CA November 19th - 21st 2024
Panoramix Showcases Panoramix 3.x at IMPACT® 2024
Panoramix™, a leading billing and performance reporting platform for financial advisors, is pleased to announce the conference debut of Panoramix 3.x at Schwab’s IMPACT® 2024, November 19-21, 2024, in San Francisco.
Panoramix 3.x Release Fuels Record Sales Quarter
Panoramix™, the premier platform for performance reporting and client billing for financial advisors, announces a record-breaking sales quarter following the launch of Panoramix 3.x, the latest iteration of its cutting-edge software.
Insider's Forum 2024 (opens in a new tab)
Denver, CO September 16th - September 18th 2024
Synergy 2024 (opens in a new tab)
Las Vegas, NV May 21st - May 24th 2024
Panoramix Ranked Number 1 in Customer Satisfaction Six Years in a Row
Innovative Financial Management Platform scores a whopping 9.51 in customer satisfaction in the prestigious T3/Inside Information Advisor Technology Survey
Schwab IMPACT 2023 Conference (opens in a new tab)
Philadelphia, PA October 24th - October 26th 2023
XYPN Live 2023 Conference (opens in a new tab)
Atlanta, GA September 19th - September 20th 2023
Panoramix Ranked Best Value In Performance Reporting
Innovative Financial Management Platform top ranked in the prestigious Kitces Report: The Technology That Independent Financial Advisors Actually Use And Like
Panoramix Partners with Apex to Create Fully-Digital New Account Opening Capability
RIAs can now open accounts at Apex directly through Panoramix via transformative, end-to-end, digital account opening, funding, and onboarding integrations
Panoramix Ranked Number 1 in Customer Satisfaction Five Years in a Row
Innovative Financial Management Platform consistently ranked the highest in customer satisfaction in the prestigious T3/Inside Information Advisor Technology Survey
Panoramix and TradePMR Launch a New Technology Integration Designed to Streamline Performance Reporting and Billing for RIAs
The innovative arrangement is intended to simplify and automate key workflows RIAs manage, providing enhanced reporting for their clients while streamlining the billing process.
Schwab IMPACT 2022 Conference (opens in a new tab)
Denver, CO November 1st - November 3rd 2022
AdvicePay Launches New Fee-for-Service Billing and Net-of-Fees Performance Reporting Through Integration with Panoramix
Comprehensive technology integration will streamline billing for fee-forservice client relationships that also include AUM fees, while providing transparent reporting that incorporates net of fees performance calculations.
Panoramix Expands Billing Capabilities; Reports Growing Business Momentum as Industry Consolidation Leads to Competitor Price Increases
Only fully Independent, comprehensive billing technology platform introduces new capabilities to help advisors more efficiently manage billing processes; recent consolidation and price increases by competitors fuel company growth, doubling assets on the platform in the past 3 years
Panoramix Named a Finalist in Multiple Categories in the 2022 wealthmanagement.com Industry Awards Program
3rd year in a row innovative performance reporting and billing technology platform recognized in four categories for outstanding initiatives that enhance RIA businesses and foster advisor success
Panoramix in RIABiz
CEO Chris Hastings contributes to an article about performance reporting
Panoramix Rated the Highest in Advisor Satisfaction in the 2022 T3/Inside Information Software Survey – 4th Year in a Row
Innovative performance reporting and billing technology platform received the highest ranking across all categories – a 9.5 out of 10 – in the industry’s largest software survey
Panoramix Enhances Composite Performance Engine to Include Daily Calculations for Time-Weighted Returns
New GIPS compliance requirement for daily calculations now integrated into Panoramix’s performance reporting technologies, replacing no-longer compliant ‘Modified Dietz’ approach
Panoramix Launches Feature-Rich Panoramix Pro – Hybrid Technology Solution to Streamline the Advisor Technology Stack
Innovative performance reporting and billing technology platform expands feature set to include Goal-Tracking, Trading, and enhanced GIPS Compliance all in one unified system
Panoramix Launches my529 Plan Integration for Direct Access to Utah Investments
Innovative performance reporting and billing technology platform expands integration network to include my529.org, one of a few “five cap” rated college savings plans by SavingForCollege.com for both residents and non-residents of Utah
Panoramix Wins wealthmanagement.com’s Prestigious “Wealthies” Industry Award for Corporate Social Responsibility
Innovative performance reporting and billing technology platform recognized for its “Carbon Footprint Reduction” initiative
Panoramix and FeeX Announce Technology Integration Facilitating Management, Reporting and Billing on Held Away Assets
Innovative performance reporting and billing technology platform expands integration network to include FeeX, an industry leading fintech platform that enables advisors to trade and manage held-away assets
Panoramix Named a Finalist in Four Categories in the 2021 wealthmanagement.com Industry Awards Program
Innovative performance reporting and billing technology platform recognized in the Workflow Automation, Thought Leadership, Corporate Social Responsibility and Document Management Categories for outstanding initiatives that foster advisor success
Panoramix Rated the Highest in User Satisfaction in the Industry’s Largest Advisor Technology Survey – 3rd Year in a Row
Innovative performance reporting and billing technology platform received the highest ranking in the 2021 T3/Inside Information Software Survey in the Portfolio Management Systems category for the third year in a row
COVID-19 2021 Update
Panoramix COVID-19 Update for 2021
Panoramix Announces API Integration with Schwab Advisor Center®
Innovative performance reporting and billing platform completes integration with Schwab APIs
Sapphire - Panoramix Leads with Environmental Impact Review
RIA Portfolio Management software innovator bests international standards for greenhouse gas emissions
Panoramix Launches “Asynchronous Processing” To Streamline Workflows and Enhance Usability
New feature will enable advisors to parallel process data-intensive workflows, creating powerful efficiencies and saving time
Schwab IMPACT 2020 Conference (opens in a new tab)
October 27th - November 13th 2020 - virtual
Wealthbox partner spotlight webinar (opens in a new tab)
October 20th at 1:00 pm
Panoramix Increases Flexibility of its Advisory Billing Systems
Innovative performance reporting and billing technology system adds new payouts subsystems to simplify, streamline and accurately manage multiple billing recipients
XYPN Live(ish) 2020 (opens in a new tab)
October 10th - 13th 2020 - virtual
Panoramix and AdvisorPeak Announce Technology Partnership
Salt Lake City-based AdvisorPeak announced today a partnership and integration with Panoramix.
Panoramix and Shareholders Service Group (SSG) Announce Technology Partnership
Fast growing independent RIA custodian adds innovative performance reporting and billing platform to provide over 1,600 advisors with preferred pricing and access to critical operational technology
Riskalyze Fearless Week (opens in a new tab)
August 18th - 21st 2020 - virtual
Panoramix™ In Place
A series of interviews by our own David Edstrom. In this series David sits down with some of our advisors and talks about working from home and other challenges facing advisors in the complex world of COVID-19.
Panoramix Awarded Finalist Designations for Third Year in a Row
Innovative Technology Earns Record Number of Finalist Nominations
COVID-19 Update
Panoramix COVID-19 Update
Panoramix™ Still the One
Innovative performance reporting and billing technology platform received the highest ranking in the 2020 T3 Software Survey in the Portfolio Management Systems category
Panoramix™ Announces Technology Integration with Schwab Advisor Services
New technology integration will enable advisors to access client account information from Schwab through the Panoramix performance reporting and billing technology platform.
Sapphire Software Services, Makers of Panoramix™, Adds Director to Board
Growing innovator in financial technology (FinTech) and consulting expands board of directors to include 34-year Wells Fargo veteran.
Panoramix™ and RightCapital Develop New Technology Integration
Innovative performance reporting and billing technology system now integrates with leading financial planning platform to streamline plan creation and advice delivery
Panoramix™ Interview by FinTech TV at TD Tech Summit
Check out the interview with Tim Welsh and our CEO Chris Hastings at the TD Ameritrade Tech Conference
Panoramix™ and Wealthbox Develop New Technology Integration
Innovative performance reporting and billing technology system now integrates with leading CRM platform to streamline data management
Panoramix™ and Riskalyze Bolster Technology Integration to Create New Efficiencies for Financial Advisors
Innovative performance reporting and billing technology system now automatically displays Riskalyze’s Risk Number® to help advisors align risk levels in performance reporting and portfolio analysis
Panoramix™ Rated the Highest in User Satisfaction in Popular Advisor Technology Survey
Innovative performance reporting and billing technology platform received the highest ranking in the 2019 T3 Software Survey in the Portfolio Management Systems category
Panoramix™ Now Reports on $10 Billion in Assets Under Management (AUM) for RIAs
Innovative performance reporting and billing technology platform experiencing growing momentum in the independent RIA marketplace
Panoramix™ Named a Finalist in the 2018 wealthmanagement.com Industry Awards
Panoramix’s Industry Content Series features an ongoing set of actionable white papers to help advisors succeed in better managing their firms in a more competitive and challenging industry
Panoramix™ Guest Post on Nerd's Eye View (kitces.com)
Check out our guest blog post on Michael Kitces' Nerd's Eye View
Panoramix™ Interview by FPPad at TD LINC conference
Check out the interview with Bill Winterberg from FPPad and our CEO Chris Hastings at the TD Ameritrade LINC conference
Panoramix™ Experiencing Strong Business Results; Releases New Industry Research
Innovative advisor technology platform gains 200 new RIA firms in first full year in business; releases report showing that performance reporting costs can be lowered by 80%
Panoramix™ Now Interfaces With Redtail Technology
Panoramix™ has completed its interface with Redtail Technology to allow single sign on between Redtail and Panoramix and also the ability to pull reports from Panoramix directly in Redtail
Panoramix™ for Financial Advisors Partners with Quovo
Panoramix™ Adds Industry-Leading Data Aggregation Technology to Portfolio Management and Performance Reporting Platforms
Panoramix™ Now Interfaces With Scottrade Advisor Services
Panoramix™ has completed its integration with Scottrade Advisor Services. Panoramix clients now have access to accounts held with Scottrade.
Panoramix™ Adds Batch Reports
Panoramix™ now offers batch reporting. Advisors have the ability to set up report groups and create a single consolidate monthly or quarterly report for all of their clients
Panoramix™ Enhances Its Billing System
Panoramix™ has enhanced its billing to include multiple fee structures, billing cycles, new values bases and additional overrides
Panoramix™ Now Interfaces With Interactive Brokers
Panoramix™ has completed its integration with Interactive Brokers. Panoramix clients now have access to accounts held with IB.
Panoramix™ Releases Its Client Portal
Panoramix™ now offers a client portal for its advisors, so their clients can see portfolio balances, reports, statements and other documents on-line
Panoramix™ Adds Automated Fee Statements and Invoicing
Panoramix™ can now generate client fee invoices and statements and store them with your clients' documents, print them, or email them to your clients
Panoramix™ Adds Benchmarking to its Performance Reports
Panoramix™ has added the ability to include benchmarks and custom blended benchmarks to all of its performance reports
Panoramix™ Adds Fee Billing System
Panoramix™ now offers a flexible billing and fee system for its advisors
Effective Dashboard Solutions for the Financial Advisor
Technology Tools for Today
Panoramix™ Announces The Release Of Its Mobile Site
Panoramix™ releases its mobile site
Sapphire Software Releases Panoramix™ Portfolio Management Dashboard
Software for independent financial advisors offers single, truly integrated system for client information
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