Panoramix

Panoramix™ is a complete portfolio management system that gives independent financial advisors a clean, instant snapshot enabling them to serve clients more efficiently. It’s the only truly integrated portfolio management dashboard software that advisors have been looking for enabling advisors to Do More. Deliver More. The primary benefits from Panoramix™ are both in terms of more effective time management, and increased business. Panoramix™ is a division of Sapphire Software Services, Inc., a technology development company that specializes in business to business automation with its core strength in the financial services industry. Our clients are wealth space firms, business leaders and technology managers who require deep technical expertise and a demonstrated ability to develop high-quality, custom applications that achieve specific business goals. Visit www.panoramixfinancial.com for more information.