Meet Pano at Future Proof 2026.
See what your firm could run from one platform.
Meet Ed Wright for a focused conversation about your firm, your priorities and where Pano may fit.
What would you like to simplify?
Choose one or more areas your team wants to improve. Your selections highlight the Pano capabilities most relevant to discuss with Ed.
Start your conversation with these areas.
These capabilities connect most directly to what you selected.
Book a quick conversation with Ed.
Discuss your firm, your priorities and where Pano may fit. Ed can use Pano's demo environment where it is helpful and time allows.
One platform across the client lifecycle.
Explore the Pano capabilities that connect client context, portfolio data, reporting and operations.
Portfolio and Investment Management
See portfolios across custodians, asset classes and strategies in one place, with drift monitoring, rebalancing and trading workflows built into the platform.
Client and Relationship Management
Connect households, accounts, relationships, activity, goals and client information in a single view.
Reporting and Client Experience
Create branded client reporting, performance insights and a modern client portal from one connected environment.
Planning and Intelligence
Bring portfolio and relationship information together to support planning conversations and a clearer view of each client.
Trading and Rebalancing
Monitor allocations, identify portfolio drift and manage disciplined rebalancing and trade workflows from the same environment.
Billing and Operations
Connect billing, approvals and operational workflows with the client and portfolio information your team already uses.
Start with a process your team recognizes.
Choose a broad area, such as household analysis, client reporting or rebalancing. Ed can discuss how Pano approaches that area and, where time allows, show the relevant part of the demo environment. No client or portfolio data is uploaded or configured during the meeting.
What firms ask before they see Pano.
Book a time at Future Proof or visit Pano at booth 736 in Zone 3.
Pano is an all in one wealth management platform that brings portfolio management, client relationships, reporting, planning, trading, billing and operations into one system.
Pano is built for RIAs, trust companies and family offices looking for a more unified way to manage the client lifecycle.
Pano supports custodian and external system connections. Compatibility depends on the systems and requirements involved, which the Pano team can confirm during the evaluation process.
Implementation timing depends on your data, integrations, configuration and scope. The Pano team can outline a realistic timeline after reviewing your requirements.
No client or portfolio data is uploaded or configured during the meeting. Ed can discuss your priority and use Pano's demo environment where it is helpful and time allows.