Pano is built for modern advisory firms, from established RIAs to newly formed practices, that want to run their entire operation on one platform instead of stitching tools together.
Pano bridges the gap between entry-level tools that firms outgrow and enterprise platforms that bring too much cost and complexity. A streamlined operating system that works at launch and continues to scale with the firm.
Instead of stitching together multiple tools from day one, start with a single platform that supports the full advisor lifecycle:
Ideal for advisory firms seeking a unified platform to support the full client lifecycle.
Move from a stack of disconnected tools to one platform that holds portfolios, clients, reporting and operations together, from the first household onward.
Beneficiary tracking, entity-level reporting and discretionary investment workflows, with the controls and audit trails the role demands.
Track liquid and illiquid wealth, private markets, real estate and operating businesses alongside traditional portfolios, across every entity, household and generation.
A 30-minute conversation is the fastest way to find out. We'll be straight with you, even if Pano isn't the right answer today.