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TECHNOLOGY PROVIDERS Business Support Systems | Workflow Automation
PANORAMIX
Panoramix now takes the pain out of the conjuring Annual ADV Amendment numbers, making it straightforward to provide 100% auditable numbers in a repeatable process from extraction to extraction. A single screen gathers effective date, the advisor’s high net worth definition, charitable organization flag, and line i through xi Security Types. A single button generates the fully auditable results to a Microsoft Excel file. Annual Amendment Automation
Panoramix™ for financial advisors is a product of Sapphire Software Services Inc., a custom software and business- to-business automation company founded in 2003. Developed in 2011 and running on the Sapphire Data Engine, Panoramix completes 16 planned releases per year to the product line, which includes Panoramix Pro. Remaining small in terms of numbers of employees, Panoramix controls costs to remain the lowest—by far—cost solution for financial advisors. When combined with the award-winning product and five-years-running number one customer satisfaction rating in the T3 survey, Panoramix is the best value in the industry. CEO Chris Hastings is a founder of Sapphire and remains the lead architect for Panoramix. Panoramix serves hundreds of advisories in every state in the continental USA with users numbering in the thousands.
176 WealthManagement.com
*NOTE: Company descriptions are effective as of the date of nomination submission (February – May 2023). For updated facts and figures since that timeframe, please contact the nominated company.
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