We started Pano because the tools modern advisory firms run on weren't built for the way modern advisory firms actually work.
A portfolio system from one decade, a CRM from another, a reporting tool from a third, held together by spreadsheets and the institutional memory of three people.
It works, sort of. It also costs advisors their best hours and clients their best experience. Pano is what happens when you start over with one data model and one platform.
Portfolio management, CRM, reporting and operations sharing one data model, not stitched together after the fact.
A modern, flexible architecture designed to unify data, workflows and client experience across the business.
A platform that fits how modern advisory firms operate, not the way legacy systems thought they should.
Bundling separate tools under one bill is not unification. Pano was built ground-up so every module operates from the same source of truth.
Many platforms quote year-long migrations. Pano is built for a structured onboarding measured in two to four weeks, so firms see value early instead of waiting quarters.
No screen-scraping. No nightly batch jobs. No "we'll integrate it later." Pano is the foundation, not the workaround.
We design with the advisors, COOs and operations teams who run firms every day, so Pano fits real workflows instead of a vendor's idea of them.
Pano's AI works on top of your unified data, surfacing opportunities, summarizing what changed and prepping reviews, because it sees the whole firm, not one silo.
Audit trails, approvals, and access controls are core to how Pano was built, not modules you switch on after the fact.
Led by people with decades of experience across wealth management, capital markets, and modern software.
"We built Pano because advisory firms deserve technology that works the way they actually do. What I'm proudest of is the team and partners behind it, more than a hundred years of combined experience across wealth management, capital markets and modern software, all pushing this forward together. We're just getting started, and we'd love for you to build it with us."
Other industries solved this
fifteen years ago.
Wealth deserves the same.
Whether you're modernizing an established firm or launching something new, we'll show you how Pano brings your entire operation onto a single platform.