Panoramix
Billing, performance reporting and rebalancing software for RIAs.
panoramixfinancial.comPanoramix is a portfolio management platform for registered advisers covering billing, performance reporting, and trading and rebalancing. It also lists AI features under the name FacetAI.
The site names Sapphire Software Services as the rights holder and says the company has served RIAs for more than ten years. It cites a 2026 T3 survey ranking, which is self-reported.
What it does
- Billing
- Performance reporting
- Trading and rebalancing
- AI assistant
Coverage
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