September 29, 2021
T3 Tech News Banner

Panoramix Launches my529 Plan Integration for Direct Access to Utah Investments

Performance reporting and billing technology platform expands integration network to include my529.org, one of a few “five cap” rated college savings plans by SavingForCollege.com for both […]
January 14, 2021
T3 Tech News Banner

Panoramix Launches “Asynchronous Processing” To Streamline Workflows and Enhance Usability

New feature will enable advisors to parallel process data-intensive workflows, creating powerful efficiencies and saving time Panoramix, an advisor technology platform focused on performance reporting and […]
January 28, 2019

Panoramix Now Reports on $10 billion in AUM

Panoramix, an innovative advisor technology platform, announced that the company has passed the $10 billion milestone for assets on the Panoramix platform.  In only its third […]