Integrations /Custodians & Portfolio Management
Get started with Wealthbox + Panoramix
Modern CRM integrated with flexible performance reporting.
Integrations /Custodians & Portfolio Management
Modern CRM integrated with flexible performance reporting.
Overview
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. The integration with Wealthbox allows users to sync data across platforms, saving time and resources while ensuring accurate reporting.
Import Wealthbox contacts into Panoramix with the click of a button.Resources
“Our new data integration with Wealthbox CRM ties together a leading system used by thousands of advisors to drive efficiencies and simplify daily client management activities.”
Chris Hastings
CEO of Panoramix
Ready to try? Start your 14-day free trial now. Or schedule a demo.
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