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Private Wealth Daily

Alternatives to 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. Read the Panoramix profile.

10 vendors in the same categories, closest match first.

Performativ

Cloud wealth management operating system for European wealth managers, family offices and private banks

  • Family offices
  • Asset managers
  • Banks and trust companies
  • RIAs

Portfolio managementCustom quote

AllocateRite

AI-driven portfolio management, direct indexing, trading and OCIO platform for RIAs, family offices and asset managers

  • RIAs
  • Family offices
  • Banks and trust companies
  • Asset managers

Portfolio managementCustom quote

d1g1t

Enterprise wealth platform for reporting, portfolio management and client portals

  • Family offices
  • RIAs
  • Broker-dealers
  • Banks and trust companies

Portfolio managementCustom quote

AddeparIn the news

Portfolio data, analytics and reporting platform for wealth firms

  • RIAs
  • Family offices
  • Banks and trust companies
  • Asset managers

Portfolio managementCustom quote

Moment

Investment management platform for portfolio construction, trading and compliance agents

  • RIAs
  • Broker-dealers

Portfolio management

55ipIn the news

Tax-managed portfolio implementation software for advisors and wealth firms

  • RIAs
  • Broker-dealers
  • Asset managers

Portfolio managementCustom quote

Avaloq

Core banking and wealth management platform for private banks

  • Banks and trust companies
  • Asset managers

Portfolio managementCustom quote

Temenos

Banking and wealth management software for banks and private banks

  • Banks and trust companies
  • Asset managers

Portfolio managementCustom quote

Tick up to three vendors to compare with Panoramix.
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