Introducing
Private beta, limited seats
Wealth management, unified.
Pano is the all-in-one platform built for modern advisory firms, combining portfolio management, CRM, reporting, and operations into a single, intelligent system.
Stop stitching together systems. Start running your firm from one place.
Built for RIAs, Trust Companies, and Family Offices · Live in days
Powered by Pivolt, a modern, flexible architecture designed to unify your data, workflows, and client experience across your entire business.
Platform
Everything your advisor needs on one platform
A unified system built for how modern advisory firms actually operate.
Portfolio & Investment Management
Real-time visibility across all custodians, asset classes, and strategies.
Rebalancing, drift monitoring, and tax-aware workflows built in from day one.
Client & Relationship Management (CRM)
Every client, household, and interaction connected in a single view.
Track relationships, life events, goals, and full balance sheet insights across accounts.
Reporting & Client Experience
Deliver clean, branded reporting and a modern client portal without manual work.
Automated reports, performance insights, and secure document sharing included.
AI-Driven Intelligence
Surface opportunities, risks, and key client insights across your entire book.
Proactive alerts and recommendations that help advisors stay ahead, not reactive.
Operations & Compliance
Workflows, approvals, and audit trails embedded into everyday processes.
Stay compliant while reducing operational overhead and manual effort.
Open Architecture & Integrations
Seamless connectivity with custodians, data providers, and third-party tools.
APIs and integrations designed for flexibility, not lock-in.
Client Intelligence
See every client clearly, instantly
Every relationship and portfolio, organised and instantly accessible.
- Household-level view across all accounts and entities
- Real-time net worth and performance tracking
- AI-powered meeting prep and talking points
- Client portal with live data and document vault
- Performance attribution and benchmark comparison
Process
From onboarding to live in days
We handle the migration, configuration, and setup. You focus on your clients.
01 · Request Access
Tell us about your firm.
We confirm fit and schedule a tailored walkthrough.
02 · We Configure Your Environment
Data migration, custodian connections, workflows, and reporting set up to match how your firm operates.
03 · Go Live and Scale
Launch with full support. Most firms reach strong adoption within weeks.
Book a Demo
See Pano in action
We are onboarding a limited number of firms to shape the future of unified wealth management technology.
Pick a time below. A 30-minute walkthrough built around your firm's workflows.