Panoramix

Product Infographic captions

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  Performance Reporting: Comprehensive, full featured, flexible reporting with multiple methodologies.

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  Billing: Extremely flexible and versatile billing system, customizable for advisors' processes.

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  Client Portal: Simple client access and vault, white labeled for advisor branding.

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  A rich and flexible set of performance reports and other reports that you can tailor to your clients' needs.

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  Multiple options for each report so that you can get exactly the information you want.

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  Performance reports with the ability to compute performance multiple ways, with dozens of benchmarks and index that you can use for comparison.

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  Highly configurable billing options. You can setup multiple fee schedules,pro-rate new accounts,use an average balance,bill for cash flows,and override on an account and a holding level.

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  Generate and save all the information about your fees, including available cash, computed fee basis, and more. Export the fees in exactly the format Schwab requires so your billing is effortless.

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  Create fee statements, with the option to include calculations, for maximum transparency. Email statements, save them to the clients' portal, or print them.