Introducing Pano
The operating system for modern wealth management, portfolios, clients, reporting and operations on one intelligent platform.
Stop stitching together systems.
Start running your firm from one place.
Built for RIAs, Trust Companies and Family Offices
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Instead of logging into five or six systems, advisors manage their full day, relationships, new business and execution, in one place.
A unified system built for how modern advisory firms actually operate.
Explore the full platformReal-time visibility across all custodians, asset classes and strategies.
Rebalancing, drift monitoring and disciplined trade workflows built in from day one.
Every client, household and interaction connected in a single view.
Track relationships, life events, goals and full balance-sheet insights across accounts.
Deliver clean, branded reporting and a modern client portal without manual work.
Automated reports, performance insights and secure document sharing included.
Surface opportunities, risks and key client insights across your entire book.
Proactive alerts and recommendations that help advisors stay ahead of what matters.
Workflows, approvals and audit trails embedded into everyday processes.
Stay compliant while reducing operational overhead and manual effort.
A guided, white-glove onboarding gets your firm live in weeks, not a year-long migration.
APIs and integrations designed for flexibility, not lock-in.
Every relationship and portfolio, organized and instantly accessible.
Ask anything about your clients, portfolios, meetings, pipeline or operations, and Pano answers as a narrative, a table or a chart, grounded in your live data.
Most advisors run five to seven disconnected applications. Data lives in silos, work duplicates across teams, and the client experience suffers.
Custodian, CRM, portfolio, reporting, billing and planning all live in separate systems. Nothing speaks the same language.
Advisors lack one place to see relationships, portfolios and firm activity at once. Decisions slow down.
Reporting, billing and onboarding consume hours that should go to clients. Errors creep in through every handoff.
Each touchpoint feels like a different firm. Branding, reporting and communication lack continuity.
Not a stitched-together suite of acquired tools, one connected system, designed from day one.
Pano is built as one connected system from day one, not a stitched-together suite of acquired tools.
Designed to operate in regulated environments with the security and reliability serious firms require.
Insights, surfaced opportunities and automation are native to how the platform works.
A modular rollout and proof-based migration mean firms see real results in a matter of weeks.
Pano is an all-in-one wealth management platform that unifies portfolio management, CRM, reporting, planning, trading and billing in one system for RIAs, trust companies and family offices.
Pano is built for RIAs, trust companies and single- or multi-family offices that have outgrown disconnected tools and want one platform for the full client lifecycle.
Pano consolidates portfolios across custodians, runs an AI-assisted CRM with next best actions, delivers branded client reporting, models planning scenarios, handles trading and rebalancing, and automates billing.
Yes. You can ask Pano about your clients, portfolios, pipeline and operations in plain language and get a narrative, table or chart back, and it surfaces AI-suggested next best actions.
Most firms are live in two to four weeks.
Pano runs on institution-grade infrastructure with SOC 2 Type II controls, ISO/IEC 27001, GDPR-aligned data handling, end-to-end encryption and least-privilege access.
A 30-minute working session with our team, a real look at how Pano fits the way your firm runs.