Panoramix and Wealthbox Develop New Technology Integration

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Innovative performance reporting and billing technology system now integrates with leading CRM platform to streamline data management.

Our new data integration with Wealthbox CRM ties together a leading system used by thousands of advisors to drive efficiencies and simplify daily client management activities.

Panoramix, an innovative advisor technology platform, announced today a new technology integration with leading CRM provider, Wealthbox. Advisors using both systems will now be able to synch data across platforms, saving time and resources while ensuring accurate reporting.

“Key to advisor productivity is the ability to easily manage data across systems,” said Chris Hastings, CEO of Panoramix. “Our new data integration with Wealthbox CRM ties together a leading system used by thousands of advisors to drive efficiencies and simplify daily client management activities.”

Through this new technology integration, advisors can link their clients in Wealthbox to Panoramix in a matter of a few clicks. Once linked, demographic data along with typical contact information is automatically synched up between the two systems, including any client notes, eliminating the need to manually update information in both systems. This bidirectional data synchronization is available at the client level as well as across the entire business so that advisors can complete real-time information updates from one system to the other and vice versa.

“We constantly hear good feedback about Panoramix and its recent growth," said Steve Carroll, Product Manager for Wealthbox. “We’re laser-focused on making Wealthbox easy to use, and that extends to developers integrating through our API. We’re always looking to work with top, innovative platforms such as Panoramix—who built the integration in less than a week—and are delighted to enhance the usefulness of Wealthbox through this integration.”

Recently, Panoramix was rated the highest in user satisfaction in the prestigious T3 Software Survey. Over 5,500 advisors weighed in on their technology usage and levels of satisfaction. 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.

“Adding Wealthbox to our many technology and custodian partners enhances advisors’ technology investment in Panoramix and we are excited to continue to make Panoramix the best value in the industry,” said Hastings.

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

About Wealthbox

Wealthbox is a web-and-mobile CRM designed for financial advisors with an intuitive interface design, advanced features, and integrations. There are no training classes required to use Wealthbox; you just sign up and go. The Wealthbox Pro and Premier plans include Wealthbox Mail, an integrated email companion in Wealthbox that includes a two-way-sync with your email account for maximum CRM productivity. Wealthbox offers live support and free CRM data migration assistance. For a free 30-day trial go to or email Wealthbox at sales(at)wealthbox(dot)com.

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Timothy Welsh
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