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Panoramix for Financial Advisors Partners with Quovo
Adds Industry-Leading Data Aggregation Technology to Portfolio Management and Performance Reporting Platforms
By: Panoramix for Financial Advisors
"We are excited about our integration with Quovo; it will provide some powerful enhancements to our portfolio management solution, we" said Chris Hastings, co-founder of Panoramix and CEO. "We're continuing to enhance our product and establish more integration relationships with important partners like Quovo."
"We are focused on serving all of our current and future clients with great product enhancements and are focused on the RIA sector," said James Formanek, VP of Sales for Panoramix. "We are continuing to focus on our integration and channel partner relations, and we will continue to focus on enhancements to help all of our current and future advisor professionals."
Lowell Putnam, Co-Founder and CEO of Quovo, added, "New regulations and recent market volatility have highlighted the importance of having both smart data in an advisory practice and of an advisor's ability access to that data. We are excited to partner with Panoramix to offer advisors smarter data."
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Panoramix is a division of Sapphire Software Services, Inc. Panoramix is an industry leader in providing performance reporting and portfolio management services for registered investment advisors (RIA's) and other financial professionals. Since 2003, Sapphire Software Services, has been providing software development, technical consulting services and business to business integrations to a host of customers, including many in the financial services and insurance industries. For more information, visit https://www.panoramixfinancial.com. Follow @panoramix_fin on Twitter.
Quovo is a leading financial data science company for the wealth management industry. Quovo offers enterprise-level data aggregation and analytics technology to help financial professionals and their technology providers better serve their clients with powerful and accurate data. Quovo's full-stack platform not only provides the essential backbone for aggregation and business intelligence analytics, but also offers dashboard tools to make complex data insights intuitive. For more information, please visit www.quovo.com. Follow @quovo on Twitter.
FOR MORE INFORMATION CONTACT:
VP of Sales
Panoramix™ for Financial Advisors
Sapphire Software Services, Inc
James Formanek, Panoramix for Financial Advisors