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