Panoramix

Panoramix makes portfolio management software for registered investment advisers, centered on fee billing and performance reporting. The product belongs to Sapphire Software Services, Inc., which co-founder Chris Hastings started in 2004, and the company says it has served RIAs for more than ten years.

The system calculates and runs advisory fee billing, produces client performance reports, and pulls account data from custodian and aggregator feeds. A Panoramix Pro add-on brings a trading and rebalancing platform. FacetAI, expanded in October 2026, adds an AI assistant for asking questions of firm data, an MCP connector for outside AI tools, and a Skill Studio for saving repeatable workflows. The main interface is a Windows desktop application; a browser version covers most functions, and Mac users can run the full system through a terminal server.

The integrations page lists 41 partners. Data feeds include Schwab Advisor Services, Fidelity, Pershing, Interactive Brokers, Altruist, SEI and ByAllAccounts, and the software also connects with Redtail, Wealthbox, MoneyGuide Pro, RightCapital, Nitrogen and AdvicePay. Pricing is published as a firm license scaled by assets on the platform: $5,000 a year under $25 million, $6,000 from $25 million to $100 million and $7,000 from $100 million to $200 million, with basis-point increments above that. Panoramix Pro costs another $2,500 a year, and a license covers unlimited logins.