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Panoramix + AdvicePay

Integrate with Panoramix to quickly generate invoices based on fee calculations and provide net-of-fees performance reporting on client portfolios.

Requirements

  • Customer on Professional or Enterprise plan of AdvicePay

  • Panoramix account

Simplify fee billing

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

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.

What you can do with AdvicePay + Panoramix

  • Automatically send Panoramix fee calculations to AdvicePay to create detailed client invoices and collect payment
  • Include fee transactions in the client’s portfolio activity so that performance reports show net-of-fees performance results

Who is it for?

  • AdvicePay customers who use Panoramix to manage their client portfolios

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Get started with Panoramix and AdvicePay

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