Panoramix Rated the Highest in User Satisfaction in Popular Advisor Technology Survey

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Innovative performance reporting and billing technology platform received the highest ranking in the 2019 T3 Software Survey in the Portfolio Management Systems category

We spend a considerable amount of time, investment and resources to ensure that our system is easy and efficient to use, while at the same time providing a tremendous value to advisors.

Panoramix, an innovative advisor technology platform, announced today that the company was rated the highest in user satisfaction in the prestigious T3 Sottware Survey. Over 5,500 advisors weighed in on their technology usage and levels of satisfaction.

“We are extremely pleased and honored with the results of the survey,” said Chris Hastings, CEO of Panoramix. “We spend a considerable amount of time, investment and resources to ensure that our system is easy and efficient to use, while at the same time providing a tremendous value to advisors.”

In the portfolio management category, Panoramix beat out 21 other systems and platforms that were reviewed by advisors, with Panoramix scoring 8.22 on a 10-point scale for user satisfaction.

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. Panoramix has recently passed over $10 billion in assets managed on the platform, indicating the strong momentum and growth Panoramix is experiencing in the industry.

“We are very excited with the industry’s response to Panoramix and are thrilled and honored to have our technology solutions validated with the results of this prestigious industry survey,” said Hastings. “As part of our mission to provide the most useful tools to help advisors grow, compete and succeed, we will continue to invest in our technology and services for advisors to help them better manage their businesses.”

About Panoramix

Panoramix was developed by Sapphire Software Services, a custom software and business-to-business automation company founded in 2003. Sapphire brings business application to the web, provides consulting services with the best vendors and partnerships, and offers professional development capabilities to automate business processes. Sapphire specializes in business application software development for companies in the financial services sector. For more information on Panoramix, log onto http://www.panoramixfinancial.com.

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Timothy Welsh
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