Sapphire Software Services is the producer of Panoramix ™, a full featured portfolio management tool and CRM for the Financial Advisor.

Get all of your client information in a single at-a-glance dashboard format including:

  • Performance Reports
  • Financial Data From Multiple Sources
  • Client Statements
  • Integrated Calendar, Contacts, Tasks, Emails, and Documents
  • Outlook and Google integration
  • And Much More...

Learn more at: Panoramix Financial