Fintech Integration Marketplace

Access the whole Fintech integrations ecosystem in one place. Grow your business through partnerships.

Panoramix

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.

Panoramix for Financial Advisors
  • Performance Reporting
  • Billing
  • Secure Infrastructure
  • Multiple data feeds
Panoramix for Financial Advisors

Companies that integrate with Panoramix

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

Charles Schwab
Charles Schwab
Charles Schwab strives to disrupt the status quo of the traditional Wall Street approach on behalf of the clients.
E*Trade
E*TRADE
E*TRADE is a leading financial services company and pioneer in the online brokerage industry.
Fidelity
Fidelity
Fidelity offers investment management, retirement planning, portfolio guidance, brokerage, and many other financial products.
Interactive Brokers
Interactive Brokers
Interactive Brokers Group is a deep discount electronic access broker offering online trading of stocks, options, futures, forex.
Laser App
Laser App
Laser App Software creates products that combine state-of-the-art form filling technology with our massive library of industry related forms.
Money Tree
Money Tree
Money Tree Software offers professional financial planning solutions for advisors.
Morningstar
Morningstar
Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia.
Orion
Orion Advisor Services
Orion was built by advisors, for advisors. The market didn’t have a portfolio accounting service good enough for a registered investment adviser, so Orion built the solution.
Redtail
Redtail Technology
Redtail Technology, Inc. is the leader in Web-Based Client Relationship Management solutions for the Financial Advisor.
RIA in a Box
RIA in a Box
RIA in a Box® provides the leading compliance solution for investment advisers.
RightCapital
RightCapital
RightCapital's innovative financial planning solution allows financial advisors to: • Differentiate their value for more clients. • Create a simple plan in as little as 10 minutes. • Empower themselves to evolve with planning needs.
Riskalyze
Riskalyze
Riskalyze is transforming the advisory industry by empowering investment advisors to capture a quantitative measurement of client risk tolerance, and use that data to win new clients, capture and meet expectations and quantify suitability.
SEI
SEI Wealth Platform
The SEI Wealth Platform is an end-to-end solution that enables your firm to provide a comprehensive, modern and fully integrated advisor and client experience that supports front-, middle-, and back-office services all within a single infrastructure.
Shareholders Service Group
Shareholders Service Group
Shareholders Service Group, Inc. is an asset custodian for independent registered investment advisors.
TD Ameritrade
TD Ameritrade
TD Ameritrade helps individual investors pursue their financial goals through its brokerage subsidiaries.
Wealthbox
Wealthbox
Wealthbox is a web-and-mobile CRM application for financial professionals.

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Panoramix for Financial Advisors

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