EAGAN, Minn., Sept. 15, 2016 /PRNewswire/ -- Panoramix™ for Financial Advisors ("Panoramix™"), a leading provider of portfolio performance reporting and portfolio management services for Registered Investment Advisors and other financial advisor professionals, has announced a new integration and marketing relationship with Redtail, a leading provider of web-based Client Relationship Management (CRM), paperless office and email archiving solutions in the financial services industry.
The Panoramix™ – Redtail integration allows for a single sign on between Redtail and Panoramix and also allows you to link clients between the two systems. Once linked, you can move directly to a Panoramix client, or pull Panoramix reports directly from a Redtail contact.
Chris Hastings, Co-Founder and Lead Architect - Panoramix™: "We are extremely excited to be partnering with Redtail. The ability to pull a client's performance and other reports from Panoramix directly from the Redtail contact screen is a huge time saver for our clients who use Redtail." James Formanek, VP of Sales: "The ability to access reporting and client billing from the Redtail CRM application will serve a huge benefit for both providers' users, which will bring a tremendous value to their firm's overall operation."
Mario Canas, Enterprise Account Manager - Redtail: "Advisers using Redtail and the Panoramix integration points will instantly see the benefits of having client information right at their fingertips from within Redtail CRM. Panoramix provides Redtail a seamless view of multiple data sources from fund companies to brokerage and even managed accounts; this along with the ability to consume client reports makes a clean and efficient view from one integration."
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Panoramix™ is a complete portfolio management system that gives independent financial advisors a clean, instant snapshot enabling them to serve clients more efficiently. It's the only truly integrated portfolio management dashboard software that advisors have been looking for enabling advisors to Do More. Deliver More. The primary benefits from Panoramix™ are both in terms of more eﬀective time management, and increased business. Panoramix™ is a division of Sapphire Software Services, Inc., a technology development company that specializes in business to business automation with its core strength in the financial services industry. Our clients are wealth space firms, business leaders and technology managers who require deep technical expertise and a demonstrated ability to develop high-quality, custom applications that achieve specific business goals. Visit www.panoramixfinancial.com for more information. Follow @panoramix_fin on Twitter.
Redtail Technology is a leading provider of web-based Client Relationship Management (CRM), paperless office and email archiving solutions in the financial services industry. Easily affordable, easy to implement and offering integration with many of the industry's most widely-used applications, Redtail is committed to providing financial advisors with the core technologies that drive their day-to-day operations. CRM is ultimately about not only acquiring and managing your clients and prospects—it's also about servicing them and, in turn, extracting value from the relationships. At the same time, it's about doing all of these things while improving operational efficiency. Visit www.redtailtechnology.com for more information.
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SOURCE Panoramix for Financial Advisors