Panoramix™ Expands Trading & Rebalancing Capabilities with One-Sided Trading and Household Rebalancing
New Panoramix Pro enhancements give advisors greater flexibility and visibility when managing portfolio allocations Panoramix™, a portfolio management and reporting platform for independent registered investment advisors (RIAs) and independent financial advisors, announces expanded Trading & Rebalancing tools available through Panoramix Pro with the addition of One-Sided Trading and Household Rebalancing.......