| Date | Title | Description |
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| Sep 22, 2026 | Panoramix Wins 2026 Wealth Management Industry Award for One Click SEC Audit Survival Solution | Panoramix Logo
Wealthies Winner 2026 Logo
“Wealthies” Winner in the Business Support Systems category
Our team saw an opportunity to take a complicated, time-consuming process and make it much simpler. That’s exactly the kind of practical p... |
| Jun 9, 2026 | Panoramix™ Named a Finalist in the Wealth Management 2026 Industry Awards | Panoramix Logo
2026 Wealthies Finalist
“Wealthies” Finalist for Business Support Systems and Artificial Intelligence > Workflow Automation
Early users of the SEC Audit feature have reported a high degree of satisfaction with nearly 93% r... |
| Mar 20, 2026 | Panoramix Earns Top Rating in Portfolio Management Category in 2026 T3 Survey | Panoramix Logo
T3 Inside Informtion Software Survey 2026 report cover page
Firm achieves highest user satisfaction score for eighth consecutive year; Panoramix Pro also recognized as top performer.
These results reflect the trust our adviso... |
| Mar 19, 2026 | Panoramix Introduces FacetAI, a Practical AI Initiative Built for Financial Advisors | Panoramix Logo
Chris Hastings and Jim Schwieters
CEO Chris Hastings unveiled early capabilities at the T3 Technology Conference in New Orleans, with first public production release today.
FacetAI assists advisors across navigation and platf... |
| Sep 10, 2025 | Panoramix Wins Best Technology Provider: Retirement Income Technology in the 2025 Wealth Management Industry Awards | Panoramix Logo
Official 2025 Wealthies Winner Logo
Panoramix elated with adding another "Wealthie" to the trophy case.
We’re honored to receive this prestigious award from WealthManagement.com. We believe Panoramix now delivers th... |
| Jun 25, 2025 | Panoramix Launches New Tax Loss Harvesting Feature, Enabling Advisors with Practical Portfolio Management Tools | Panoramix Logo
With this release Panoramix enhances its growing suite of tax aware tools.
This addition reflects our ongoing commitment to delivering advisor-focused innovations that improve efficiency, client service, and investment oversi... |
| Jun 6, 2025 | Panoramix Named a Finalist in the Wealth Management 2025 Industry Awards | Panoramix Logo
2025 Wealthies Finalist
"Wealthies" Finalist for Corporate Social Responsibility and Retirement Income Technology
Panoramix now has the most robust RMD calculation tool we’ve encountered on the market.”
— Chris Hast... |
| Mar 10, 2025 | Panoramix Named Top Portfolio Management Platform in 2025 T3 Advisor Survey, Nearly Doubles Market Share | Panoramix Logo
Financial advisors' top ranking for seven straight years confirms Panoramix's continued and unwavering commitment to delivering superior service and value
Our team is incredibly proud of this recognition which reflects our un... |
| Nov 7, 2024 | Panoramix Showcases Panoramix 3.x at IMPACT® 2024 | Panoramix Logo
Special Discount for Advisors Attending the Conference
We look forward to talking with advisors [in San Francisco] and showing them what we have been up to [with Panoramix 3.0].”
— Chris Hastings
EAGAN, MN, UNITED STATES, Nov... |
| Jun 26, 2024 | Betterment for Advisors Enhances Platform with New Integration Partners | Betterment, the independent digital financial advisor, announced that Betterment for Advisors, its RIA custody division, has added new integrations with eMoney Advisor, Kwanti and Panoramix, which are available immediately to all advisors o... |
| Jun 25, 2024 | Betterment for Advisors Bolsters Platform with Three New Integration Partners | RIA Custodian Adds Partnerships with eMoney Advisor, Kwanti and Panoramix
NEW YORK, June 25, 2024 /PRNewswire/ -- Betterment, the largest independent digital financial advisor, today announced that Betterment for Advisors, its RIA custody d... |
| Jun 6, 2023 | Panoramix Partners with Apex to Create Fully-Digital New Account Opening Capability | Our new digital account opening capability delights clients and provides transformational productivity and efficiencies for advisors to vastly increase their scale for growth to serve new market segments.
EAGAN, Minn. (PRWEB) June 06, 2023
... |
| Mar 15, 2023 | Panoramix Ranked Number 1 in Customer Satisfaction Five Years in a Row | The survey results, released Monday by Joel Bruckenstein and Bob Verres at the annual T3 conference, showed that Panoramix not only took top honors in the Portfolio Management / Reporting Tools category, it increased its market share at the... |
| Aug 25, 2022 | AdvicePay Launches New Fee-for-Service Billing and Net-of-Fees Performance Reporting Through Integration with Panoramix | Advisors can increase transparency by generating invoices that clearly communicatefee calculations, as well as produce investment reports that accurately reflect clients’ portfolio performance net of all fees paid.
BOZEMAN, Mont. (PRWEB) Au... |
| Jul 14, 2022 | Panoramix Expands Billing Capabilities; Reports Growing Business Momentum as Industry Consolidation Leads to Competitor Price Increases | These enhanced features combined with industry consolidation and price increases by corporate-owned billing platforms is resulting in strong growth for the only remaining, fully independent and comprehensive billing technology platform serv... |
| Jun 8, 2022 | Panoramix Named a Finalist in Multiple Categories in the 2022 wealthmanagement.com Industry Awards Program | We are euphoric to continue our momentum of being recognized in multiple technology categories for our work on behalf of advisors in the industry’s largest and most respected awards program.
EAGAN, Minn. (PRWEB) June 08, 2022
Panoramix, an ... |
| May 11, 2022 | Panoramix Rated the Highest in Advisor Satisfaction in the 2022 T3/Inside Information Software Survey – 4th Year in a Row | Not only is the 9.5 score the highest in the portfolio management category, it is also the highest across all categories in the study.
EAGAN, Minn. (PRWEB) May 11, 2022
Panoramix, an innovative advisor technology platform, announced today t... |
| Apr 5, 2022 | Panoramix Enhances Composite Performance Engine to Include Daily Calculations for Time-Weighted Returns | The Modified Dietz monthly method of computing a time weighted rate of return has been the standard for years, however, a more accurate way to determine a time weighted return is to calculate it using daily returns, which requires substanti... |
| Oct 27, 2021 | Panoramix Launches Feature-Rich “Panoramix Pro” – Hybrid Technology Solution to Streamline the Advisor Technology Stack | Panoramix Pro introduces a fantastic hybrid solution, bringing the efficiencies that arise from one, unified system together with the functionality they need to deliver advisory services for the majority of their client base.
EAGAN, Minn. (... |
| Sep 15, 2021 | Panoramix Wins wealthmanagement.com’s Prestigious “Wealthies” Industry Award for Corporate Social Responsibility | Panoramix, a perennial award finalist in multiple categories since the awards inception, held finalist designations in four categories this year. Its carbon footprint reduction initiative represents the company’s first win.
EAGAN, Minn. (PR... |
| Jun 2, 2021 | Panoramix Named a Finalist in Four Categories in the 2021 wealthmanagement.com Industry Awards Program | Panoramix has been named a four-time Finalist in the 2021 wealthmanagement.com Industry Awards Program, the only awards program of its kind to honor outstanding achievements by companies, organizations and individuals that support financial... |
| Mar 22, 2021 | Panoramix Rated the Highest in User Satisfaction in the Industry’s Largest Advisor Technology Survey – 3rd Year in a Row | Panoramix’s success has been attributed to being able to leverage an innovative approach to data management through optimized algorithms, AI and automated workflows to be able to provide what advisors need at a fraction of the cost.
EAGAN, ... |
| Mar 8, 2021 | Panoramix Announces API Integration with Schwab Advisor Center® | This new integration with Schwab provides a deeper and cleaner data exchange and allows advisors to seamlessly process their Schwab business through Panoramix.
EAGAN, Minn. (PRWEB) March 08, 2021
Panoramix™, an innovative advisor technology... |
| Jan 19, 2021 | Panoramix Asks: Do Advisors Report to Clients Properly? | |
| Jan 14, 2021 | Panoramix Launches "Asynchronous Processing" To Streamline Workflows and Enhance Usability
USA - English
USA - English | |
| Oct 13, 2020 | Panoramix Increases Flexibility of its Advisory Billing Systems | |