The innovative arrangement aims to simplify and automate key workflows that RIAs manage by providing their clients with improved reporting while streamlining the billing process.
EAGAN, Minn. and Gainesville, Fla., November 14, 2022 /PRNewswire/ — Panoramix, an innovative advisory technology platform, and TradePMR, a provider of technology and custody services, today announced a new technology integration designed to streamline and automate many of the performance reporting and billing workflow processes that RIAs manage in their advisory firms.
Technology integration includes seamless data integration, eliminating the need for advisors to manually process their day-to-day reconciliations. Additionally, the integration is designed to automate many of the workflows in their billing processes to speed up revenue generation. As part of this landmark agreement, Panoramix and TradePMR are investing in expanded API integration, planned for 2023, designed to streamline and automate even more processes, enabling consultants using Panoramix and TradePMR to achieve further productivity and operational efficiencies should.
“We are very pleased and honored to strengthen our relationship with TradePMR,” he said Chris Hastings, Managing Director of Panoramamix. “Our companies share a commitment to service, as demonstrated by our two consistently high ratings for consulting service and satisfaction.1 We believe Panoramix offers a fantastic solution at an excellent price for TradePMR consultants and we look forward to strengthening this relationship in the future.”
Annually the T3 Advisor Software survey1 asks consultants how they rate the ease of use and satisfaction with the technology tools they use every day. Over the past 4 years, Panoramix has been ranked top in customer service, while TradePMR is also consistently at the top of its category.
“As a company, we want to partner with vendors who see the world in a similar way – working tirelessly to provide RIAs with great service,” he said Scott Victoria, Chief Operating Officer, TradePMR. “This integration came as a direct request from consultant feedback and after working with their team it’s easy to see why. I’m confident Panoramix will be a great billing and performance reporting solution for Fusion users.”
To learn more about the Panoramix/TradePMR integration, current TradePMR Fusion users can log into Insight to learn more. If you are interested in learning more about TradePMR’s Fusion platform, please contact us [email protected].
About panorama mix
Sapphire Software Services Inc., a custom software and business-to-business automation company founded in 2003, developed Panoramix® for financial advisors in 2013 and is completing 16 planned releases per year for the product. Sapphire brings business applications to the Internet, provides consulting services with what they believe to be the best vendors and partnerships, and provides professional development opportunities to automate business processes. Sapphire specializes in developing business application software for companies in the financial services sector. Panoramamix, his award-winning2 Flagship software platform for financial advisors, focused on providing multi-custodial performance reporting and client billing with a wide range of additional features. Sapphire is marketed under the Panoramix Financial name. For more information about Panoramix, visit www.PanoramixFinancial.com.
For more than two decades, TradePMR has partnered with growth-oriented Independent Registered Investment Advisors (RIAs), providing innovative technology tools and support designed to transform their businesses. Privately held provider of brokerage and custodial services (Member FINRA/SIPC), based in Gainesville, Florida, works to streamline the operations of pay-only investment advisors with comprehensive custodial, operational and trading support. Visit www.TradePMR.com for more information.
Securities are offered through Trade-PMR, Inc.
Trade-PMR, Inc. and Sapphire Software Services, Inc. are separate and unaffiliated companies.
1 T3/Inside Information Survey, Joel Bruckenstein and Bob Veres, May 2022, sponsored by AssetBook, Holistiplan, Advyzon, Addepar and Fidelity Investments.
2 Industry Awards from Wealthmanagement.com 2021, September 2021, Panoramamix Financial, Corporate Social Responsibility, Technology Provider.