Portfolio Management For RIAs and Financial Advisors

About Panoramix

Panoramix - with its innovative Sapphire Data Engine - provides efficiencies for performance reporting and billing that translate into lower costs and high value for the advisor.

Panoramix Pro - Trading and rebalancing platform

View our Demos

Take a quick tour online with our overview videos or schedule a live demo with our sales team.

Industry Updates

• 06-09-26: Panoramix Named a Finalist in the 2026 Wealth Management Industry Awards
• 06-02-26: Synergy 2026
• 03-20-26: Panoramix Ranked #1 Portfolio Management Software in 2026 T3 Survey for Eighth Consecutive Year
• 03-11-26: Panoramix Introduces FacetAI, a Practical AI Initiative Built for Advisors

Panoramix™ Recent Industry Awards

Finalist - 2026 WealthManagement.com Industry Awards in 2 categories
#1 In Customer Satisfaction and Software All Star for portfolio management systems 2026 T3 Advisor Survey
#1 In Customer Satisfaction and Software All Star for portfolio management systems 2025 T3 Advisor Survey
WINNER - 2025 WealthManagement.com Industry Awards Retirement Income Technology.
Finalist - 2025 WealthManagement.com Industry Awards in 2 categories
#1 In Customer Satisfaction for portfolio management systems 2024 T3 Advisor Survey
Finalist - 2024 WealthManagement.com Industry Awards in 3 categories
Best Value for portfolio management systems 2023 Kitces Report
WINNER - 2021 WealthManagement.com Industry Awards Corporate Social Responsibility.