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TECHNOLOGY PROVIDERS Retirement Income
PANORAMIX
Days of Future Past
Once again Panoramix presents a trifecta of new features—these to help the advisor forecast, plan, and improve annual income for clients in the “decumulation phase.” First a new income widget for the Contact Dashboard. Second a new Income Blotter for book of business analysis. Lastly a YTD Income Summary and Forecast report which shows actual income through prior month end, and projected income from then through current year-end. Combined, these new tools allow advisors to show clients expected earnings for the year, help with tax planning, investment decisions, and matching portfolio to client needs for rebalancing decisions.
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.
235 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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