Panoramix Ranked Number 1 in Customer Satisfaction Five Years in a Row
Summary
The survey results, released Monday by Joel Bruckenstein and Bob Verres at the annual T3 conference, showed that Panoramix not only took top honors in the Portfolio Management/Reporting Tools category, it increased its market share at the same time. We have a very dedicated team, and their hard work shows in these results.” Panoramix earned the highest ranking in the entire survey with a 9.5 (out of 10) score in 2022 and this year bested its category with a 9.15. Simultaneously, Panoramix grew its market share by 120% from the prior year, enough to earn special recognition as a “Mighty Mite,” reserved for smaller firms with “solutions that fit … exacting criteria, [and] which should be on any software buyer’s radar.” Bruckenstein and Veres state emphatically that “Any rating of 7.0 or above represents a high degree of user satisfaction, and any figure above 8.0 should be considered remarkable.” “We’ve consistently been the best value in the industry by providing an unwavering focus on our clients while at the same time providing a highly competitive price point,” said Chris Hastings, CEO of Panoramix. Early each year Joel Bruckenstein and Bob Verres conduct the Insider Information Survey to find the best-of-the-best in terms of technology providers to the financial services industry. Panoramix, its award-winning flagship software platform for financial advisors, focuses on providing multi-custodial performance reporting and client billing, with a wide-ranging additional feature set.