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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.

Joe Lucking

Director of Operations

Award Category
Technology Providers > Chief Technology Officer of the Year
nominee
Chris Hastings, CEO and CTO of the Year
In the calendar year 2019 alone Chris oversaw an astonishing thirty-one (31!) releases of Panoramix containing over 1,850 product improvements, including the ability for clients to configure and run their own Panoramix reports from the Client Portal, new and enhanced integrations with SSG, Wealthbox, Riskalyze, and RedTail, and others plus six new data mining tools (called blotters in Panoramix) to give advisors unparalleled access to their data. Chris is the author of whitepapers nominated in both 2018 and 2019 for Thought Leadership awards in the WealthManagement.com Industry Awards and Panoramix has won Customer Satisfactions awards two years running.
Award Category
Technology Providers > Compliance
Initiative
Panoramix Schedule 13F Reporting Enhancements
Enhance the features and functionality of the Schedule 13F reporting practice to allow advisors to fully validate all data, narrow their EDGAR submission to the required list of reportable holdings, and save records for compliance purposes.
Award Category
Technology Providers > Cyber Security
Initiative
Two-Factor Authentication in Panoramix
Add the ability to support two-factor authentication to Panoramix by login ID to provide an extra layer of access control – beyond username and password credentials. Allow easy and optional implementation under the advisor’s control. The second factor of authentication to focus on something you have. You have access to your email account, or a phone that can receive a text, or a phone with an authenticator app. Use that something you have as a source for the second layer of authentication by sending an email or SMS text message with a code or by synching the authenticator app to Panoramix.
Award Category
Technology Providers > Portfolio Management, Accounting and Performance Reporting
Initiative
RMD Dashboard
Added functionality to Panoramix to allow advisors to see global RMD requirements and actual withdrawals for any time period for all of their clients. The new RMD dashboard also has the new rules based on the SECURE Act as well as well as the coronavirus aid bill (CARES Act). Advisors can now go to one central place to monitor all of their clients RMD requirements.
Resources
VIDEO
Le Tour de Panoramix

Join us as we mirror the 21 stages of the Tour de France in a fun way to learn about Panoramix.

WHITE PAPER

Why is Performance Reporting So Expensive?

An in-depth whitepaper which examines the effort and costs of performance reporting.

REPORTS

Panoramix In Place

Advisors talks about working from home and other challenges in the complex world of COVID-19.

About the Initiative

Guided Income Solutions℠ (GIS) is a turnkey, bucketed investment solution designed to deliver steady and tailored cash flows to clients planning for retirement. The bucketed investing framework provides an intuitive approach to converting clients’ nest eggs into an automatic income replacement based on their personal financial goals; the buckets automatically rebalance to systematically reduce risk and accommodate investors’ needs. GIS provides an alternative to annuities; delivering an investment approach that is flexible, liquid, and cost-effective.

GIS aims to transform and enhance current retirement income solutions, to:

Registration