Panoramix Named a Finalist in the Wealth Management 2025 Industry Awards
"Wealthies" Finalist for Corporate Social Responsibility and Retirement Income Technology
EAGAN, MN, UNITED STATES, June 6, 2025 /EINPresswire.com/ -- Panoramix is a Finalist in two categories of the 2025 Wealth Management Industry Awards (“the Wealthies”): Corporate Social Responsibility and Retirement Income Technology. The company, which provides portfolio management, billing, and performance reporting solutions for RIAs and independent financial advisors, announced the recognition today.
Begun in 2020, our carbon neutral program examines our organization’s environmental impact. The initial analysis, as preliminary as it was, won a Wealthie in 2021 for Outstanding Achievement in Corporate Social Responsibility/Diversity. Between 2022 and 2024, Sapphire Software Services (the makers of Panoramix) reduced its own emissions in three of the four categories under its direct control or influence, with an overall reduction of 9%. For emissions not eliminated, the company purchased carbon offsets through the United Nations Voluntary Certified Emissions Offsets program.
Additionally, advisors—the downstream clients of Panoramix and the majority source of emissions impact—reduced their own emissions by 76%, mainly because of several advisories going 100% paperless for statement and report delivery, which is made easy in the software.
“We’re honored to receive this prestigious recognition as Finalist from WealthManagement.com,” said Joe Lucking, Director of Operations. “We’re proud of the accomplishments achieved thus far in becoming a carbon neutral firm. We are unaware of any other FinTech company making a similar claim, let alone any whose primary product is in the Portfolio Management space.”
The built-in Panoramix RMD tool also received a Finalist designation in this year’s Industry Awards. In 2024, we made Panoramix the “go to” tooling for properly calculated RMDs, especially for inherited IRAs. Panoramix added nine new data points for the express purpose of calculating RMDs for the current and past years, with a comparison to amounts withdrawn to verify tax code compliance. While many online tools, including those provided by the top custodians, calculate RMD amounts for the current year based on similar input parameters, Panoramix applies these rules to the account’s history as well, showing past variations, including special adjustments to requirements made during the pandemic years.
“Panoramix now has the most robust RMD calculation tool we’ve encountered on the market,” said Chris Hastings, CEO. “Our advisories have been quick to adopt this tool. The quick-and-intuitive input yields clear results, giving advisors confidence that they are advising their investors accurately when it comes to the complexities of calculating RMDs.”
Now in its 11th year, the Wealth Management Industry Awards is the only awards program of its kind to honor outstanding achievements by companies, organizations and individuals that support financial advisor success.
A panel of judges made up of top names in the industry, led by WealthManagement.com director of editorial strategy and operations David Armstrong, chose the finalists and will determine the winners, which each year recognizes the firms and individuals who are bringing new innovations to market that make a real difference to the daily activities of financial advisors. Winners will be announced at a gala and awards ceremony in New York City on September 4th.
“The Industry Awards are a beacon, illuminating the trailblazers and innovators who are shaping the future of the financial services industry,” said David Armstrong, director of editorial strategy and operations. “They serve as a leading indicator of future activity, and as a barometer for the dynamic ecosystem of companies and organizations that empower, support and enable advisor success who are driving the industry forward.”
About Panoramix™
Developed in 2013 by Sapphire Software Services, Inc., Panoramix provides portfolio management and reporting software for RIAs and financial advisors, specializing in billing and performance reporting. The Panoramix platform 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. 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). For more, see www.panoramixfinancial.com
About WealthManagement.com
WealthManagement.com, an Informa business, provides everything wealth professionals need to know to stay knowledgeable about the industry, build stronger relationships, improve their practice, and grow their business. WealthManagement.com offers financial services organizations a broad array of marketing services designed to help them influence the industry’s leading audience of wealth management professionals.
Joe Lucking
Panoramix
+1 651-341-3671
email us here
Visit us on social media:
LinkedIn
Facebook
YouTube
Legal Disclaimer:
EIN Presswire provides this news content "as is" without warranty of any kind. We do not accept any responsibility or liability for the accuracy, content, images, videos, licenses, completeness, legality, or reliability of the information contained in this article. If you have any complaints or copyright issues related to this article, kindly contact the author above.

انتشار خيمۀ حسب حال راز آميز عمر خيام: بازدوزى منطقى و ترجمۀ منظوم هزار رباعى ميكدۀ سعادتش بر اساس روش هستى شناسى خود او
Dr. Michael H. Gold Inducted into The International Order of Fantastic Professionals
Kodansha Returns to Anime Expo 2025 with the New Anime 'Gachiakuta' and Legendary 'GHOST IN THE SHELL'
Kalendarium
Więcej ważnych informacji
Jedynka Newserii

Jedynka Newserii

Handel

Ze względu na różnice w cenach surowce wtórne przegrywają z pierwotnymi. To powoduje problemy branży recyklingowej
Rozporządzenie PPWR stawia ambitne cele w zakresie wykorzystania recyklatów w poszczególnych rodzajach opakowań. To będzie oznaczało wzrost popytu na materiały wtórne pochodzące z recyklingu. Obecnie problemy branży recyklingu mogą spowodować, że popyt będzie zaspokajany głównie przez import. Dziś do dobrowolnego wykorzystania recyklatów nie zachęcają przede wszystkim ceny – surowiec pierwotny można kupić taniej niż ten z recyklingu.
Przemysł spożywczy
Rośnie presja konkurencyjna na unijne rolnictwo. Bez rekompensat sytuacja rolników może się pogarszać

Rolnictwo i żywność, w tym rybołówstwo, są sektorami strategicznymi dla UE. System rolno-spożywczy, oparty na jednolitym rynku europejskim, wytwarza ponad 900 mld euro wartości dodanej. Jego konkurencyjność stoi jednak przed wieloma wyzwaniami – to przede wszystkim eksport z Ukrainy i niedługo także z krajów Mercosur, a także presja związana z oczekiwaniami konsumentów i Zielonym Ładem. Bez rekompensat rolnikom może być trudno tym wyzwaniom sprostać.
Transport
Infrastruktury ładowania elektryków przybywa w szybkim tempie. Inwestorzy jednak napotykają szereg barier

Liczba punktów ładowania samochodów elektrycznych wynosi dziś ok. 10 tys., a tempo wzrostu wynosi ok. 50 proc. r/r. Dynamika ta przez wiele miesięcy była wyższa niż wyniki samego rynku samochodów elektrycznych, na które w poprzednim roku wpływało zawieszenie rządowych dopłat do zakupu elektryka. Pierwszy kwartał br. zamknął się 22-proc. wzrostem liczby rejestracji w ujęciu rocznym, ale kwiecień przyniósł już wyraźne odbicie – o 100 proc.
Partner serwisu
Szkolenia

Akademia Newserii
Akademia Newserii to projekt, w ramach którego najlepsi polscy dziennikarze biznesowi, giełdowi oraz lifestylowi, a także szkoleniowcy z wieloletnim doświadczeniem dzielą się swoją wiedzą nt. pracy z mediami.