Resources & News
Articles, white papers, case studies and webcasts on billing, performance reporting and running an independent advisory practice — plus the latest Panoramix press and events.
Showing all 120 resources
Panoramix™ Expands Trading And Rebalancing Capabilities with One-Sided Trading and Household Rebalancing
New Panoramix Pro enhancements give advisors greater flexibility and visibility when managing portfolio allocations
Panoramix Featured In Wealth Management 2026 Midyear Market Outlook
Wealth Management 2026 Market Outlook features an article from Panoramix entitled Size Matters?
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
Panoramix Featured In Wealth Management 2026 Market Outlook
Wealth Management 2026 Market Outlook features an article from Panoramix entitled Charting a Unique Path in Fintech
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 Featured In Wealth Management 2025 Midyear Market Outlook
Wealth Management 2025 Market Outlook features an article from Panoramix entitled Kickin’ It Small
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.
Panoramix Featured In Wealth Management 2025 Market Outlook
Wealth Management 2025 Market Outlook features an article from Panoramix entitled Does Low Median to Mean Ratio Stand Up?
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
Panoramix Featured In Wealth Management 2024 Midyear Market Outlook
Wealth Management 2024 Midyear Market Outlook features an article from Panoramix entitled Churn:Not Merely for Making Butter.
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
Panoramix Featured In Wealth Management 2024 Market Outlook
Wealth Management 2024 Market Outlook features 2 articles from Panoramix.
Advisor Perspectives Think Different Wealth Advisors
Advisor Perspectives – Think Different Wealth Advisors - October 2023
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 Featured In Wealth Management 2023 Midyear Market Outlook
Wealth Management 2023 Midyear Market Outlook features an article from Panoramix about sustained organic growth (and Le Tour de France).
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 Featured In Wealth Management 2023 Market Outlook
Wealth Management 2023 Market Outlook features an article from Panoramix on the effects of the current market on AUM based fees.
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 Issue Brief:The Big Profitability Squeeze of 2022
With markets becoming ever more volatile, independent RIAs are starting to feel the pain from their asset-based fee structures.
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 Partnership Webcast (opens in a new tab)
Dave Goldman from FeeX and Chris Hastings and Joe Lucking from Panoramix discuss their new partnership and the integration of the two products.
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
Advisor Perspectives Dorval & Chorne
Advisor Perspectives – Dorval & Chorne - April 2021
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 Partner Spotlight featuring Schwab (opens in a new tab)
Panoramix Partner Spotlight Series episode hosted by Joel Bruckenstein and featuring Chris Hastings from Panoramix and Kartik Srinivasan, Senior Managing Director of 3rd Party Integrations, from Charles Schwab.
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 Client Spotlight featuring ImpactFolio (opens in a new tab)
Panoramix Client Spotlight Series episode hosted by Tim Welsh and featuring Chris Hastings from Panoramix and Scott Arnold and Rebecca Kennedy from ImpactFolio.
Panoramix Partner Spotlight featuring Redtail Technologies (opens in a new tab)
Panoramix Partner Spotlight Series episode hosted by Tim Welsh and featuring Chris Hastings from Panoramix and Brian McLaughlin from Redtail Technologies.
Performance Net Of Fees vs Gross Of Fees: Are We Doing It Right?
To bundle or not to bundle. That is the question
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
FinTech Trends:Billing and Performance (opens in a new tab)
Tim Welsh interviews Chris Hastings and Joe Lucking about the trends in FinTech as they relate to billing and performance reporting and how Panoramix fits in.
The Future Of Wealth Tech: AdvisorPeak and Panoramix (opens in a new tab)
Keena Pettijohn of Lifelogixs and John O'Connell of Oasis Group host a discussion of technology in the wealth management space with a panel from AdvisorPeak and Panoramix.
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
Billing In Your Clients Best Interest (opens in a new tab)
Chris Hastings talks about billing trends and other best practices that Panoramix has seen over the years from its user base, and gives advisors a roadmap to follow for billing decisions including 5 hard and fast rules for billing.
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
The Case for Average Billing
The Case for Average Billing: Smoothing out market fluctuations.
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.
Advisor Perspectives Lindsey Wealth Management
Advisor Perspectives – Lindsey Wealth Management - October 2019
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
Advisor Perspectives RockCrest Financial, LLC
Advisor Perspectives – RockCrest Financial, LLC - August 2019
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
Advisor Perspectives Stout Bowman & Associates
Advisor Perspectives – Stout Bowman & Associates - June 2019
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
The Myth of GIPS Compliance
The Myth of GIPS Compliance: Is it Really Necessary for RIAs?
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
Avoid These 5 Mistakes
Avoid These 5 Mistakes: The Professional’s Guide to Building a Scalable RIA Firm
Advisor Perspectives True Financial Group
Advisor Perspectives – True Financial Group - June 2018
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
Performance Calculation Methods
Performance Calculation Methods
Trends in Fee Billing
Trends in Fee Billing –From the RIA Startup to the Billion Dollar Firm
Advisor Perspectives Financial Aurora
Advisor Perspectives – Financial Aurora - Sept 2017
Advisor Perspectives Nelson Financial Management
Advisor Perspectives – Nelson Financial Management - June 2017
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%
Why Is Performance Reporting So Expensive
Why Is performance reporting so expensive?
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
Managing A Customer’s Accounts Is Simple With Panoramix
One of the challenges for a financial advisor is monitoring a customer’s handful of accounts.
Effective Dashboard Solutions for the Financial Advisor PDF
Technology Tools for Today
Effective Dashboard Solutions for the Financial Advisor
Technology Tools for Today
Panoramix™ Announces The Release Of Its Mobile Site
Panoramix™ releases its mobile site
Financial Advisors Constantly Facing Ethical Issues
Even scrupulously honest financial planners can now face real dilemmas when trying to do the right thing for their clients.
How To Effectively Self Promote, IFA Style
Some Basic 'Getting The Word Out' Efforts Can Go A Long Way
With Panoramix, Information Meets Integration Like No Other
With Panoramix, Information Meets Integration Like No Other For Financial Advisors and Broker Dealers
Panoramix To Sponsor & Exhibit At Upcoming T3 Conference In Miami
Must-Attend Event For Financial Advisors Nationwide
Complimentary Whitepaper: Information Meeting Integration
The Benefit Of A Single Desktop Client Management System For Independent Financial Advisors
Panoramix presents at Laser App conference 2012
Panoramix presents at Laser App conference 2012
Complimentary Whitepaper: Optimize Your Client Management System, Optimize Revenues
A Special Report For Independent Financial Advisors
Three Top Challenges Facing Independent Financial Advisors In 2012
It All Circles Back To Keeping Up With The Technology
Managing Client Data To Benefit Both You & The Client
Exploring Improvements In Web-Based Client Management Systems For Independent Financial Advisors
Sapphire Software Releases Panoramix™ Portfolio Management Dashboard
Software for independent financial advisors offers single, truly integrated system for client information
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