Blog/ Partner Updates

Panoramix adds Wealthbox integration

June 7, 2019

Wealthbox CRM is pleased to announce an integration with Panoramix for Financial Advisors.  The Panoramix™ Performance Reporting system offers very comprehensive, flexible, and accurate performance reporting for advisors. Advisors using Wealthbox and Panoramix will now be able to sync data across platforms, saving time and resources while ensuring accurate reporting. (Panoramix has issued a press release about the integration.)

For a live demo of the Wealthbox + Panoramix integration, sign up for our partner webinar on June 25th at 2:00pm ET.

“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

Through this new integration, advisors can link their clients in Wealthbox to Panoramix in a matter of a few clicks. Once linked, demographic data, contact information, and client notes are automatically synced between the two systems. Data synchronization through this integration is available at the client level as well as across the entire business so that advisors can complete real-time information updates from one system to the other and vice versa.

Here’s the Panoramix interface, showing the integration to Wealthbox.

Interested in Learning More?

Read Panoramix’s support document to learn how to enable the integration and sign up for the webinar showcasing the Panoramix integration with Wealthbox CRM.

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