Panoramix, a product of Advisor-SaaS, LLC, provides a comprehensive technology platform for financial advisors. The company's mission is to deliver an affordable, all-in-one solution that combines performance reporting, client billing, and a client portal into a single, user-friendly interface. Originally developed to meet the needs of an in-house Registered Investment Advisor (RIA) firm, Panoramix has evolved to serve independent financial advisors by helping them streamline their practice management, enhance client communication, and improve operational efficiency.

Founded in

United States