vimarsana.com

Latest Breaking News On - Panoramix pro - Page 1 : vimarsana.com

Panoramix Named a Finalist in Multiple Categories in the 2022 wealthmanagement com Industry Awards Program

Eagan, MN (PRWEB) June 08, 2022 Panoramix, an innovative advisor technology platform, announced today that the firm has been named a four-time Finalist in

Chris hastingsIndustry awards programSapphire software servicesPortfolio managementPanoramix proWorkflow automation categoryThought leadershipClient portalGala eventNew york citySoftware servicesPress release

Panoramix Rated the Highest in Advisor Satisfaction in the 2022 T3/Inside Information Software Survey – 4th Year in a Row

Eagan, MN (PRWEB) May 11, 2022 Panoramix, an innovative advisor technology platform, announced today that the company earned the highest user satisfaction

Chris hastingsInformation softwareSapphire software servicesInside information softwarePanoramix proSoftware servicesPress release

Panoramix Enhances Composite Performance Engine to Include Daily Calculations for Time-Weighted Returns

Eagan, MN (PRWEB) April 05, 2022 Panoramix, an award-winning advisor technology platform, announced today the availability of a new, critical GIPS

Chris hastingSapphire software servicesAdvisor technologyModified dietzTechnology surveyPanoramix proSoftware servicesPress release

The latest in financial #AdviserTech — November 2021

The November edition kicks off with news that Schwab's working on a direct indexing solution that it would offer retail investors and RIAs.

Bitcoin etfsMicrosoft financial services cloudInstitute global investment performance standardsFranklin templetonFinancial services cloudTd ameritradeFinancial advisertech solutionsSalesforce financial services cloudKitces advisertech solutionsAdviser technologyPaxos trust coFinancial advisertech solutions mapEthic investingPersonalized indexingSchwab impactPersonalized investing

Panoramix Launches Feature-Rich Panoramix Pro – Hybrid Technology Solution to Streamline the Advisor Technology Stack

Eagan, MN (PRWEB) October 27, 2021 Panoramix, an award-winning advisor technology platform, announced today the availability of “Panoramix Pro,” an

Monte carloChris hastingsSapphire software servicesAdvisor technologyPanoramix proTime weightedTechnology surveyPress release

vimarsana © 2020. All Rights Reserved.