April 5, 2022
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Panoramix Enhances Composite Performance Engine to Include Daily Calculations for Time-Weighted Returns

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 […]
September 29, 2021
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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
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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 […]