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Security & compliance
The vendor hasn’t added security or compliance details yet.
Advisor portfolio management and reporting platform.
Pricing
From $5,000 / yr
Founded
2009
Team size
11-50 employees
Headquarters
New York, NY
Preview from panoramix.com
About Panoramix
Panoramix, by Sapphire Software Services, is portfolio management, performance reporting and billing software for Registered Investment Advisors (RIAs) and financial advisors. Its Sapphire Data Engine automates reporting and fee billing with direct integrations to custodians and data providers. It targets independent advisory firms, with an optional Panoramix Pro trading extension.
Procurement & Fit
Structured facts from the vendor to help your security, finance, and procurement reviews move faster.
Pricing
Commercial model
Pricing model: Custom quote
Free trial: No
Free plan: No
Contract minimum: Not specified
Procurement
Purchasing & legal
The vendor hasn’t added purchasing & legal details yet.
Fit
Best-fit company size
Company-size fit has not been specified yet.
Buyer Fit & Positioning
Implementation & Procurement
Commercial Fit & Ecosystem
Proof, Outcomes & Momentum
Alternatives, Migration & Buyer Objections
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Panoramix
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