Salt Lake City-based AdvisorPeak announced today a partnership and integration with Panoramix.
The new partnership integrates Panoramix’s client portal, performance reporting and billing platform with AdvisorPeak’s trading and rebalancing system.
“As a result of the addition of Panoramix to our partner ecosystem, AdvisorPeak users gain access to an award-winning portfolio management system,” said Damon Deru, founder and CEO at AdvisorPeak, in released comments. “We’re excited to work with the Panoramix team and continue to innovate and create solutions that financial professionals require to maintain their competitive edge.”
Deru previously founded TradeWarrior, a trading and rebalancing platform acquired by Oranj.
The Panoramix integration comes in a year where AdvisorPeak has announced several such partnerships with firms including FinMason, Totum Risk, LifeYield and StratiFi.