Panoramix announces technology integration with Schwab Advisor Services

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New technology integration will enable advisors to access client account information from Schwab through the Panoramix performance reporting and billing technology platform

We are delighted to be able to provide the industry’s best value in performance reporting, billing and client portals to advisors working with Schwab through this innovative technology integration.

Panoramix, an innovative advisor technology platform, announced today a new technology integration with Schwab Advisor Services to provide easy access from its performance reporting, billing and client portal technologies to Schwab’s custodial platform used by more than 7,500 RIA firms.

As part of the new agreement, advisors working with both Panoramix and Schwab Advisor Services will benefit from technology integration enabling single sign-on (SSO) from Panoramix into their custodial platform, Schwab Advisor Center (SAC). Advisors will have the ability to access various pages on SAC without leaving the Panoramix user interface, enabling them to check balances and positions, access cost basis information and statements, see recent transactions and more, saving advisors valuable time and making them more productive.

“We are delighted to be able to provide the industry’s best value in performance reporting, billing and client portals to advisors working with Schwab through this innovative technology integration,” said Chris Hastings, CEO of Panoramix.

“Panoramix is a welcome addition to the growing integration ecosystem available to our independent advisor clients,” said Kartik Srinivasan, managing director, digital product management, Schwab Advisor Services. “The ability of the solution to provide seamless access to critical information aligns well with our goal to offer advisors the tools and technology they need to operate their firms and serve their clients.”

Recently, Panoramix was rated the highest in user satisfaction in the T3 Software Survey. More than 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.

“This new integration with Schwab will be ideal for all advisors, particularly those who are breakaways, and are new to the Schwab platform,” said Hastings. “We look forward to the upcoming Schwab IMPACT conference November 4-7, 2019 in San Diego where we will be exhibiting and demonstrating this unique technology integration, as well as the several dozen other integrations with leading technology platforms that make Panoramix a tremendous value for advisors and 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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