Panoramix and TradePMR Launch a New Technology Integration Designed to Streamline Performance Reporting and Billing for RIAs streetinsider.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from streetinsider.com Daily Mail and Mail on Sunday newspapers.
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EAGAN, Minn., Feb. 19, 2021 /PRNewswire/ Sapphire Software Service, Inc., makers of Panoramix for Financial advisors and business-to-business software services, completed a Scope 1 and Scope 2 greenhouse gas emissions analysis with results we re proud to share, according to Chris Hastings, CEO. When we first undertook this effort in 2020, said Joe Lucking, Director of Operations. I wondered not only how we would compare to others, but what it was that we didn t even know we didn t know. After months of data gathering and analysis, though, we have results that we are proud of, and which I feel make us a clear choice for advisors who are ESG-conscious themselves and want an ESG-performing technology partner.
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EAGAN, Minn., Jan. 19, 2021 /PRNewswire/ Panoramix, an innovative advisor technology platform focused on performance reporting and billing, directly challenges whether financial advisors are serving their clients best interests by the manner in which they handle fees in their performance reporting with the company s seventh Industry Content Series white paper titled
Performance Net of Fees Vs Gross of Fees: Are We Doing it Right? When faced with the myriad of options available in performance reporting systems, said Chris Hastings, CEO of Sapphire Software Services, the makers of Panoramix, advisors frequently ask their technology vendor What should I do? While we re not your legal counsel, we do tackle that difficult question in this publication by looking at it from multiple viewpoints.