# Portfolio Management for RIAs and Financial Advisors

## Panoramix Pro

Panoramix Pro adds a trading platform that can enhance your Panoramix product experience.

For an additional cost of $2000 per year, you can add Panoramix Pro to Panoramix and enable:

- **Generate Trade Files:** Package all trade requests into a single trading file that can be used for your custodian.
- **Schwab API Enabled:** Submit all trades directly to Schwab though the Schwab API interface.
- **Fix Flyer Connection:** Submit trades electronically to your custodians.
- **Bulk Trades:** Generate bulk trades across your entire book.
- **Individual Account Trades:** Generate individual account and holding trades directly from the client's portfolio screen.
- **Trading Rules:** Leverage powerful search results for making trading decisions at account and model-level categories.
- **Rebalancing:** Determine allocation drift between models and actual holdings to determine and generate trades.
- **One Click Cash Allocation:** “Right-click” cash distribution allows you to automatically allocate and create trades for cash deposits.

Combined with our top-rated customer support and low pricing, Panoramix and Panoramix Pro are the best value in the industry.

## Sample Reports and Screens

- Distribute Cash
- Trading Dashboard
- Rebalance Account