Panoramix™, a portfolio management and reporting platform for independent registered investment advisors (RIAs) and independent financial advisors, announced Panoramix FacetAI, a new artificial intelligence initiative designed to assist advisors directly within the Panoramix platform.

Building upon Panoramix core functionality including billing, performance reporting, a secure client portal, and a suite of advisor tools, FacetAI introduces a new intelligence layer designed to help advisors navigate the platform, highlight key information, and complete tasks more efficiently.

Chris Hastings, CEO of Panoramix, introduced the initiative and demonstrated early capabilities during his presentation at the T3 Technology Conference in New Orleans, titled “AI as a Teammate, not a Miracle: The Panoramix Approach to Practical AI.”

“FacetAI isn’t a single feature,” Hastings said. “It’s a set of capabilities designed to assist advisors across navigation, insights, and platform workflows. That includes tools such as the Help Bot, navigation and workflow assistance, and identifying key insights across billing, performance, and compliance. These capabilities will be supported by our agent framework, secure partner interfaces, and a zero-retention architecture designed to protect advisor and client data.”

AI Built for Advisor Workflows

FacetAI assists advisors within the Panoramix platform by helping complete tasks, answering questions, and highlighting insights from portfolio and operational data.

Key capabilities include:

• Help Bot to answer platform questions and assist with common tasks
• Navigation and Workflow Assistance to help advisors move efficiently through platform processes
• Analysis and Insight Surfacing across areas such as billing, performance reporting, and compliance workflows

These capabilities will be supported by platform infrastructure including our agent framework, and secure partner interfaces (MCP) and a zero‑retention architecture designed to ensure advisor and client data is not stored by AI systems.

As an example, an advisor could activate FacetAI using a customizable wake word and instruct the system to add a note to a client contact. FacetAI would open the appropriate note screen, allowing the advisor to dictate or enter the note through the FacetAI interface, and present the entry for review before the advisor selects Save.

FacetAI will also handle more complex tasks. For example, an advisor reviewing billing could ask FacetAI to compare Mock Billing results to the previous billing period and identify any changes or discrepancies requiring attention.

Hastings said the goal is to position AI as a practical assistant that supports advisors without replacing their judgment.

“Our view is that AI should function like a teammate,” Hastings said. “It should help advisors find information faster, highlight useful insights, and streamline workflows while keeping the advisor in control.”

Initial Capabilities and Product Roadmap

The first Panoramix FacetAI capabilities were introduced at the T3 Technology Conference, with additional functionality expected to roll out in phases.

According to the Panoramix FacetAI roadmap, the initiative will expand throughout 2026 through the platform’s regular release cycle of approximately 16 updates per year. AI-driven insights are planned to begin in Q2 2026, initially focused on areas such as billing analysis, reporting, and compliance support, with expanded partner interfaces (MCP) expected later in the year.

“Advisors are looking for practical ways AI can help them work more efficiently without adding complexity,” said Jim Schwieters, Director of Sales at Panoramix. “FacetAI is designed to support the real tasks advisors perform every day, from simple actions like adding notes to client records to more advanced analysis such as reviewing billing changes between periods.”