Panoramix

Are you an existing Professional AdvicePay customer who also uses Panoramix? Integrate to quickly generate invoices based on fee calculations and provide net-of-fees performance reporting on client portfolios!

What you can do with AdvicePay + Panoramix

• Automatically send Panoramix fee calculations to AdvicePay to create detailed client invoices and collect payments.

  
  

  

  
  

• Include fee transactions in the client’s portfolio activity so that performance reports show net-of-fees performance results

  
  

  

  
  

What are the benefits?

• Connecting Panoramix and AdvicePay streamlines the fee billing process and allows clients to pay with ACH or credit card instead of withdrawing fees from accounts designated for long-term investment objectives.

  
  

  

  
  
• Increase transparency by generating invoices that clearly communicate fee calculations, as well as producing investment reports that accurately reflect clients’ portfolio performance net of all fees paid.