Panoramix announces technology integration with Schwab Advisor Services
Summary
Advisors will have the ability to access various pages on SAC without leaving the Panoramix user interface, enabling them to check balances and positions, access cost basis information and statements, see recent transactions and more, saving advisors valuable time and making them more productive. “We are delighted to be able to provide the industry’s best value in performance reporting, billing and client portals to advisors working with Schwab through this innovative technology integration,” said Chris Hastings, CEO of Panoramix. “The ability of the solution to provide seamless access to critical information aligns well with our goal to offer advisors the tools and technology they need to operate their firms and serve their clients.” Recently, Panoramix was rated the highest in user satisfaction in the T3 Software Survey. “We look forward to the upcoming Schwab IMPACT conference November 4-7, 2019 in San Diego where we will be exhibiting and demonstrating this unique technology integration, as well as the several dozen other integrations with leading technology platforms that make Panoramix a tremendous value for advisors and their businesses.” Panoramix was developed by Sapphire Software Services, a custom software and business-to-business automation company founded in 2003. Sapphire specializes in business application software development for companies in the financial services sector.