How to set up the Panoramix integration
Updated June 18, 2024 • 1 min read
Overview
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:
- Log in to your advisor dashboard and navigate to Settings > Integrations.
- Select Panoramix from the list and click Connect to Panoramix.
- You will see confirmation that the integration has been enabled. Client data will be sent to Panoramix within one business day.
Additional resources
- On-demand webinar: Help maximize your firm's efficiency with Panoramix
Betterment’s editorial team draws on decades of combined experience to bring you clear, practical points of view on personal finance, investing, and long-term wealth. Together, we demystify money decisions, help you size up options, and share the knowledge needed to build wealth with confidence and ease.
