New GIPS compliance requirement for daily calculations now integrated into Panoramix’s performance reporting technologies, replacing no-longer compliant ‘Modified Dietz’ approach Panoramix, an advisor technology platform, has […]
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 […]
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 […]
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 […]