# Industry Recognition

**#1 In Customer Satisfaction** for portfolio management systems [2026](/content/News/Article?item=PanoramixRanked1stT32026.html)

**Software All Star** for portfolio management systems and billing [2026](https://t3technologyhub.com/wp-content/uploads/2026/03/2026-T3_Inside-Information-Software-Survey.pdf#page=14)

**#1 In Customer Satisfaction** for portfolio management systems [2025](/content/News/Article?item=PanoramixRanked1stT32025.html)

**Software All Star** for portfolio management systems [2025](/content/News/Article?item=PanoramixRanked1stT32025.html)

**#1 In Customer Satisfaction** for portfolio management systems [2024](/content/News/Article?item=PanoramixRanked1stT32024.html)

**#1 In Customer Satisfaction** for portfolio management systems [2023](/content/News/Article?item=PanoramixRanked1stT32023.html)

**#1 In Customer Satisfaction** for portfolio management systems [2022](/content/News/Article?item=PanoramixRanked1stT32022.html)

**#1 In Customer Satisfaction** for portfolio management systems [2021](/content/News/Article?item=PanoramixRanked1stT32021.html)

**#1 In Customer Satisfaction** for portfolio management systems [2020](/content/News/Article?item=PanoramixRanked1stT32020.html)

**#1 In Customer Satisfaction** for portfolio management systems [2019](https://t3technologyhub.com/2019-software-survey-and-analysis-from-bob-veres-and-joel-bruckenstein-available-now/)

**Finalist**- [2026](/content/News/Article?item=PanoramixWealthies2026.html) : Business Support Systems and AI > Workflow Automation

**WINNER**- [2025](/content/News/Article?item=PanoramixWealthiesWin2025.html) : Retirement Income Technology

**Finalist**- [2025](/content/News/Article?item=PanoramixWealthies2025.html) : Corporate Social Responsibility and Retirement Income Technology

**Finalist**- [2024](https://informaconnect.com/uploads/WMIA2024-FINALISTS-AND-WINNERS3-1--84b94b5979c321f34c7e31db2616e764.pdf) : Cash Optimization, Compliance, and Risk Tolerance / Client Profiling

**Finalist**- [2023](https://images.go.informamail01.com/Web/PentonWRE/%7B472a9715-2c90-4303-970f-83bde9ce8070%7D_WMIA_FinalistList_2023-v3.pdf) : Workflow Automation, Thought Leadership, Client Portals and Portfolio Management Accounting Performance Reporting.

**Finalist**- [2022](https://images.go.informamail01.com/Web/PentonWRE/%7b163461ad-d084-4f59-922e-333e38dc3ea2%7d_WMIA_2022_Finalists_(for_posting_online).pdf) : Retirement Income, Business Support Systems - Workflow Automation.

**WINNER**- [2021](http://images.link.pentonfinancialservices.com/Web/PentonWRE/%7bbed5692b-6293-4a61-a7a2-576421b772bd%7d_WMIA_FinalistList-v3.pdf): Corporate Social Responsibility.

**Finalist**- [2021](http://images.link.pentonfinancialservices.com/Web/PentonWRE/%7bbed5692b-6293-4a61-a7a2-576421b772bd%7d_WMIA_FinalistList-v3.pdf) : Workflow Automation, Thought Leadership, Corporate Social Responsibility and Document Management.

**Finalist-2020** : Portfolio Management Accounting and Performance Reporting, CTO of the year, Technology - Compliance, Technology - Cyber Security.

**Finalist-2019** : Thought leadership for our Industry Content whitepaper series.

**Best Value** for performance reporting [2023](https://www.kitces.com/wp-content/uploads/2023/08/The-Kitces-Report-The-Technology-That-Independent-Financial-Advisors-Actually-Use-And-Like-Vol-1-2023-3.pdf)

**Runner Up Overall Satisfaction** for performance reporting [2023](https://www.kitces.com/wp-content/uploads/2023/08/The-Kitces-Report-The-Technology-That-Independent-Financial-Advisors-Actually-Use-And-Like-Vol-1-2023-3.pdf)