How to set up the Panoramix integration


Panoramix™ provides portfolio management and reporting software for RIAs and financial advisors. Specializing in billing and performance reporting, the Panoramix platform is multi-custodial and, with its wide array of partners and integrations, is flexible enough to integrate seamlessly into an existing tech stack, while still being robust enough to stand on its own.

The information sent to Panoramix includes:

  • Account information
  • Positions
  • Transactions
  • Tax lots

Enabling the integration

You can set up this integration for your firm by taking the following steps:

  1. Email and request to enable the Panoramix integration for your firm.
  2. Our team will set up the integration for you and let Panoramix know.
  3. Once you receive confirmation that the integration is enabled via email, you will be able to see client account information and balances in Panoramix. This can take a few business days.


For any additional questions, please reach out to