Connected surfaces sharing one data model, shaped to how modern advisory firms actually work.
A few of the modules behind client relationships and firm operations.
| Symbol | Currency | FX rate | Quantity | Cost basis | Market value | % total |
|---|---|---|---|---|---|---|
| Cash | 1.0000 | 324,880 | 324,880 | 324,880 | 4% | |
| Cash — USD | USD | 0.9142 | 198,450 | 198,450 | 198,450 | 3% |
| Equities | 1.0000 | 5,912,400 | 5,984,150 | 6,842,300 | 90% | |
| Arden Systems | EUR | 1.0000 | 620,000 | 640,300 | 742,900 | 10% |
| Fixed income | 1.0000 | 388,900 | 391,200 | 402,150 | 5% |
| Year | Initial value | Contributions | Withdrawals | Gains / losses | Final value | Return |
|---|---|---|---|---|---|---|
| 2023 | 6,142,880 | 0 | 0 | +184,220 | 6,327,100 | +3.00% |
| 2024 | 6,327,100 | 1,250,000 | 0 | +512,640 | 8,089,740 | +7.42% |
| 2025 | 8,089,740 | 0 | -320,000 | -146,910 | 7,622,830 | -1.84% |
| 2026 | 7,622,830 | 480,000 | 0 | +338,470 | 8,441,300 | +4.28% |
| J | F | M | A | M | J | J | A | S | O | N | D | Ann. | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | +0.40 | -0.12 | +1.38 | -0.35 | +1.04 | +0.53 | -0.40 | +0.95 | -0.46 | +0.73 | -0.36 | -0.30 | +3.00% |
| 2024 | +0.31 | +1.52 | -0.59 | -0.29 | +0.92 | +1.88 | +0.77 | +0.23 | +1.97 | -0.82 | +1.62 | -0.09 | +7.42% |
| 2025 | -0.73 | -0.81 | -0.23 | +1.29 | -0.62 | +0.58 | +0.76 | -0.04 | +0.48 | -0.97 | -0.98 | -0.54 | -1.84% |
| 2026 | +0.78 | +0.02 | -0.32 | +0.50 | — | — | — | — | — | — | — | — | +4.28% |
One platform for the whole firm. Open any area to see it in detail.
Every account, one clear view.
Explore →Relationships, not just contacts.
Explore →Reporting clients actually open.
Explore →Plan forward, with confidence.
Explore →Keep every portfolio on target.
Explore →Fees and workflows, automated.
Explore →Each surface stands on its own. Together, the seams that usually live between your tools simply aren't there.
Real-time management across all custodians, asset classes and strategies. Multi-currency, multi-entity consolidation with reconciliation you can trust.
Households, entities and generations connected in one place, with contacts, opportunities, conversations and files following the client, not the tool.
Branded statements, performance and attribution, plus a modern client portal with live data, generated and delivered without the manual work.
Goal-based planning and scenario modeling sit alongside intelligence that surfaces opportunities, risks and the next best action across your whole book.
Programmable billing, configurable workflows and audit trails on every action, with profitability and capacity intelligence built into everyday operations.
Pano runs on a cloud-native, API-first infrastructure layer purpose-built for wealth data, keeping everything connected and reconciled in real time.
Custodians, data feeds, planning software, e-signature, identity. Pano integrates without asking your firm to re-platform.
A clean, cohesive command center where your team manages relationships, execution and client storytelling all in one spot.
Run large-scale model rebalances and trade workflows across complex client account structures, keeping every portfolio aligned to target.
Ditch manual billing loops with programmable multi-tier calculation rule engines running in the background.
Replace flat performance graphs with intuitive client progress statements that tell an impactful story.
Pano runs on infrastructure trusted by regulated financial institutions, with security designed into every layer, from access and encryption to monitoring and recovery.
Pano runs on wealth-tech infrastructure operated to SOC 2 Type II controls, verified by external auditors. Certifications attach to the underlying infrastructure and hosting environment.
Your data is encrypted in transit and at rest, across infrastructure, transport and recovery.
Access is tightly controlled with segregated duties and unique credentials, limited to what each role needs.
Delivered from enterprise cloud infrastructure built for high availability and resilience.
The underlying infrastructure is subject to automated vulnerability scanning and periodic penetration testing by qualified third parties.
Detailed audit logs, daily reconciliation and backups with tested recovery plans on the underlying platform.
Certifications and audits shown above attach to the underlying platform infrastructure and hosting environment Pano is built on. Pano Wealth, Inc. is a Delaware corporation.
A 30-minute working session where we open the platform and walk through it with your firm in mind.