Tag : Panoramix

Panoramix-Launches-Asynchronous-Processing-To-Streamline-Workflows-and-Enhance-Usability
Business Fintech News

Panoramix Asks: Do Advisors Report to Clients Properly?

Fintech News Desk
by Fintech News Desk0
Panoramix, an innovative advisor technology platform focused on performance reporting and billing, directly challenges whether financial advisors are serving their clients’ best interests by the manner in which they handle fees in their performance reporting with the company’s seventh Industry Content Series white paper titled Performance Net of Fees Vs......
Panoramix-Launches-Asynchronous-Processing-To-Streamline-Workflows-and-Enhance-Usability
Business Fintech News

Panoramix Launches “Asynchronous Processing” To Streamline Workflows and Enhance Usability

Fintech News Desk
by Fintech News Desk0
Panoramix, an innovative advisor technology platform focused on performance reporting and billing, announced today a new technology architecture, “Asynchronous Processing” that will provide advisors with new efficiencies and time savings through parallel processing of data intensive workflows. Read More: BitGo Announces $16 Billion in Assets Under Custody As a result of......
Panoramix Increases Flexibility of its Advisory Billing Systems
Fintech News

Panoramix Increases Flexibility of its Advisory Billing Systems

Fintech News Desk
by Fintech News Desk0
~ Innovative performance reporting and billing technology system adds new payouts subsystems to simplify, streamline and accurately manage multiple billing recipients Panoramix announced today the release of a new technology feature to better manage billing when advisors are working with multiple parties. Read More: India’s First Crypto Exchange, Unocoin, Raises......
AdvisorPeak Bundles Rebalancing Solution for Panoramix Users
Business Fintech News

AdvisorPeak Bundles Rebalancing Solution for Panoramix Users

Fintech News Desk
by Fintech News Desk0
AdvisorPeak announced a partnership today with Panoramix, an innovative advisor technology platform. The integration combines AdvisorPeak’s tax-efficient, risk-based trading and rebalancing system with Panoramix innovative performance reporting and billing technology platform into one unified offering for the wealth management industry. “We pride ourselves on integrating with other best-of-breed technology platforms. As a......
Panoramix and Shareholders Service Group (SSG) Announce Technology Partnership
Business Fintech News

Panoramix and Shareholders Service Group (SSG) Announce Technology Partnership

Fintech News Desk
by Fintech News Desk0
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 Panoramix, an innovative advisor technology platform, and Shareholders Service Group (SSG), a leading independent RIA custodian, announced today a new technology partnership that will......
Panoramix Increases Flexibility of its Advisory Billing Systems
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Panoramix Still the One

Fintech News Desk
by Fintech News Desk0
Innovative performance reporting and billing technology system earns top rating second year in a row For the second straight year, Panoramix places first in overall customer satisfaction for financial advisor portfolio management tools in the annual Technology Tools for Today (T3) Survey. The 2020 survey compiled responses from over 5100......
Sapphire Software, Makers of Panoramix, Adds Director to Board
Banking Fintech News

Sapphire Software, Makers of Panoramix, Adds Director to Board

Fintech News Desk
by Fintech News Desk0
Growing Innovator in Financial Technology (FinTech) and Consulting Expands Board of Directors to Include 34-Year Wells Fargo Veteran. Sapphire Software Services, Inc., a Minnesota-based software consulting firm and makers of Panoramix for Financial Advisors, announced an expansion of the board of directors as part of a general organization meeting. Joining......
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