Panoramix Financial
Panoramix™ provides portfolio management and reporting software specializing in performance reporting and billing. Panoramix is multi-custodial and, with its wide array of partners and integrations, is flexible enough to integrate seamlessly into an existing tech stack, while still being robust enough to stand on its own. Feature rich and budget friendly, Panoramix is industry-recognized as a Kitces’ Best Value (2023) and a top performer on the T3 Inside Information Survey seven years running (2019-2025).
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Verified contacts
6
available on Kipplo
LinkedIn employees
10
1 to 10 range
Open roles
—
no listings
Distinct roles
6
indexed titles
Tech stack
0
tools in use
Monthly traffic
174
organic / mo
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Decision-makers and verified team members
6 contacts with verified email or phone · masked until revealed.
- JC
James Charles
Account Manager · Sales & Business Development
EmailPhone - CH
Chris Hastings
Co Founder · General Business & Management
EmailPhone - SB
Sean Brzozowski
Software Developer · Other
EmailPhone - LK
Laura Kingsbury Jones
Director of Marketing · Advertising & Marketing
EmailPhone
Showing 4 of 6 verified contacts
Top roles at Panoramix Financial
6 distinct titles indexed · top 6 shown.
- 1account manager
- 1client care specialist
- 1co founder
- 1company secretary
- 1director of marketing
- 1software developer
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