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Field notes
from building Pano.

Perspectives and practical insights for wealth management firms, from the Pano team.

The next decade of wealth management
Featured 8 min read · April 2026

The next decade of wealth management.

Why the modern advisory firm needs one platform, and what changes when they finally have it.

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Latest from the Pano team.

Multi-custodian portfolio consolidation: one reconciled view across custodians, entities and currencies.
Reporting7 min read

Multi-Custodian Portfolio Consolidation: What RIAs Need to Get Right

One reconciled view across every custodian, entity, currency and asset class. What consolidation should really mean, where it breaks, and how to evaluate it.

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A wealth management operating system unifying portfolios, relationships, reporting and workflows.
Platform7 min read

What Is a Wealth Management Operating System?

Not the same as an all-in-one suite. What a wealth management operating system actually replaces, and how to evaluate one.

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Consolidated portfolio reporting across household accounts, entities and relationships.
Reporting5 min read

Why Account-Level Reporting Misses the Full Client Relationship

Account detail matters, but the household view adds the context across accounts, entities and relationships that account-level reporting leaves out.

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RIA workflow automation across onboarding, service, reporting and billing.
Operations11 min read

RIA Workflow Automation: A Practical Playbook for Advisory Firms

Give recurring advisory work a defined route, the right owner and a measurable completion time. A practical playbook for the workflows worth building first.

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RIA technology stack audit covering client data, portfolios, reporting, billing, workflows, and integrations
Operations9 min read

RIA Technology Stack Audit: 7 Questions to Ask Before Adding Another Tool

A practical framework for finding repeated work, integration gaps, workflow issues, and operating risk across an advisory firm's technology stack.

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Technology investment in wealth management.
Industry7 min read

Wealth firms are investing in technology. Only 27% are satisfied.

Budgets are rising, but satisfaction is not. The real gap is making the whole operating environment work together.

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AI for advisors
AI6 min read

AI for advisors isn't another tool, it's an unfair advantage.

How AI-powered intelligence is moving from a productivity bolt-on to the connective tissue of the modern advisory firm.

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The end of the stitched-together wealth stack
Product8 min read

The end of the stitched-together wealth stack.

Five shifts reshaping how advisory firms grow, serve clients, and run their operations, and what to do about each.

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Where advisory firms lose their best hours.
Operations6 min read

Where advisory firms lose their best hours.

The reporting, billing and onboarding work that quietly caps growth, and what changes when it all runs on one system.

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Your tech stack is part of the client experience.
Client Experience9 min read

Your tech stack is part of the client experience.

Clients never see your systems, but they feel every seam. Why consistency starts behind the scenes.

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Occasional, considered. Field notes from building Pano and conversations with the firms using it.