How to set up the Panoramix integration
For any additional questions, please reach out to support@bettermentforadvisors.com.
Panoramix™ provides portfolio management and reporting software for RIAs and financial advisors. Specializing in billing and performance reporting, the Panoramix platform is multi-custodial and, with its wide array of partners and integrations, is flexible enough to integrate seamlessly into an existing tech stack, while still being robust enough to stand on its own.
The information sent to Panoramix includes:
You can set up this integration for your firm by taking the following steps:
For any additional questions, please reach out to support@bettermentforadvisors.com.