Panoramix™ from Sapphire Software Services, is a CRM, billing engine and at-a-glance portfolio management tool that gives independent financial advisors a single, truly integrated system for client information.
Integration Features
  • Access critical Veo client data such as account information, balances, positions and history
  • Launch your Veo client data to share documents, generate billing, automate fee statements and invoicing, generate reports, manage transactions and cash and more
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