Panoramix - INSART

INSART » Fintech Integration Marketplace

Panoramix

Billing, Cybersecurity, Portfolio Reporting

About
Contacts
Products / Services
Integrations
Partnership
Get Integration

About

Panoramix™ is a comprehensive, full featured and flexible billing & performance system customizable for advisors’ processes, with multiple methodologies, and white labeled for advisor branding with our client portal.

Contacts

https://www.panoramixfinancial.com/

https://www.linkedin.com/company/panoramix/

https://twitter.com/panoramix_fin

Products / Services

Performance Reporting
Billing
Secure Infrastructure
Multiple data feeds

Companies that integrate with 401GO

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

Integrations

Integrations: 4

Partnership: 0

First Clearing

Analytics, Investment Research, Risk Profiling, TAMP

With an eye toward the future, we’re here to help client firms adapt and thrive in an ever-evolving market. We...

Integrations: 31

Partnership: 0

Charles Schwab

Broker-Dealer Platforms, Custodial Platforms, Custodian, Financial Planning, Portfolio Management, Retirement Planning

The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its...

Integrations: 11

Partnership: 0

E*TRADE

Broker-Dealer Platforms, Portfolio Management, Retirement Planning, Trading

E*TRADE is a leading financial services company and pioneer in the online brokerage industry. Having executed the first-ever electronic trade...

Integrations: 24

Partnership: 0

Fidelity

Analytics, Custodian, Investment Research, Portfolio Management, Trading

Fidelity aims to make financial expertise broadly accessible and effective in helping people live the lives they want. It focuses...

Integrations: 7

Partnership: 0

Interactive Brokers

Custodian

Interactive Brokers (IB) is a U.S.-based brokerage firm. It operates the largest electronic trading platform in the U.S. by number...

Integrations: 9

Partnership: 0

Laser App

Content Management, Content Management

Laser App Software creates products that combine state-of-the-art form filling technology with our massive library of industry related forms. Forms...

Integrations: 16

Partnership: 0

Morningstar

Investment Research

Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offers...

Integrations: 62

Partnership: 0

Orion Advisor Services

Billing, Financial Planning, Portfolio Management, Portfolio Reporting, Rebalancing, TAMP, Trading

Orion Advisor Solutions offers a personalized financial management continuum, including best-in-class advisor technology and investment solutions to help fiduciary-minded advisors...

Integrations: 79

Partnership: 0

Redtail Technology

CRM

Redtail Technology, Inc. is the leader in Web-Based Client Relationship Management solutions for the Financial Advisor. Redtail is bringing next-generation...

Integrations: 8

Partnership: 0

RIA in a Box

Account Aggregation, Trading

RIA in a Box® provides the leading compliance solution for investment advisers. We put the client first by delivering innovative...

Integrations: 10

Partnership: 0

SEI Wealth Platform

Custodial Platforms

The SEI Wealth Platform (the Platform) is an outsourcing solution for wealth managers encompassing wealth processing services and wealth management...

Integrations: 6

Partnership: 0

Shareholders Service Group

Custodian

Shareholders Service Group (SSG) provides brokerage and custodial services exclusively for independent registered investment advisors (RIAs). SSG provides a full...

Integrations: 31

Partnership: 0

TD Ameritrade

College Planning, Custodian, Financial Planning, Investment Research, Portfolio Management, Retirement Planning, Trading

TD Ameritrade helps individual investors pursue their financial goals through its brokerage subsidiaries. For more than 40 years, TD Ameritrade...

Integrations: 42

Partnership: 0

Wealthbox

CRM

Wealthbox® is a web-and-mobile CRM application for financial professionals, launched on February 11, 2014. Integrated with leading broker-dealers and wealth-tech...

Integrations: 8

Partnership: 0

Money Tree

Analytics, Financial Planning, Investment Research

Money Tree Software was founded on a simple observation – advisors need the right tools to deliver the best financial...

Integrations: 33

Partnership: 0

RightCapital

Account Aggregation, College Planning, Financial Planning, Investment Research, Retirement Planning, Tax Planning

RightCapital provides a revolutionary financial planning tool that digitizes and redefines the financial planning experience. Using cutting edge technology, RightCapital...

Integrations: 53

Partnership: 0

MoneyGuide | Envestnet

Financial Planning, Investment Research, Portfolio Management, Portfolio Reporting, Retirement Planning, Risk Profiling, TAMP, Tax Planning

MoneyGuidePro Financial Planning Software has been selected seven years in a row by the Financial Planning Magazine Technology Survey as...

Integrations: 38

Partnership: 0

Riskalyze

Analytics, Portfolio Management, Proposal Generation, Rebalancing, Risk Profiling, TAMP, Trading

Riskalyze is the company that invented the Risk Number®, which powers the world's first Risk Alignment Platform and empowers advisors...

Partnership

Interested in partnerships with:

No partnership categories yet. Open to forming a new partnership? Contact api@insart.com and we’ll help you facilitate integrations that will grow your business.

Get

instant integration assistance

Join Us

Get RSS

Youtube

X ( twitter )

Whether you are a founder, investor or partner – we have something for you.

For Founders

For Investors

For Partners