Pano - Wealth Management, Unified

Introducing

Pano
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.

Book a Demo See the platform

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.

Our Approach

Most platforms start with the ledger.

We started with the relationship.

Pano was built by people who spent years inside enterprise CRM — and who knew that the real problem in wealth management wasn’t the portfolio system. It was everything around it.

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.
Conversational Intelligence
Your book of business, on demand.
Ask Pano what changed, who needs attention, where risk has shifted. It responds in plain language — with context and a clear next step. Less monitoring. More conversation.
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
PORTFOLIO
AUM:
$11,099,809
Display values in
Equities30.2%
Private Equity25.2%
Cash & Equivalents22.2%
Alternatives8.3%
Fixed Income6.9%
Others4.4%
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.