Panoramix

Future

Panoramix!

History

Currently

Traditional Interface

Shared Information

At A Glance

Data, Workflow, Processes, Functionality, and Screens

Reports

Portfolio

Advisor

Customer

Web Services

File Integration

Inherently use data from other systems, don't just copy data into your system

Real-time on the internet

Batch Download

Batch Upload

Expose your data to other systems

More structured data and XML

FTP

Utilize processes and workflows from other systems and allow them to use yours

Processing and business logic in addition to traditional data exchange

Flat/ASCII file format

XML

On The Web

Architect your products so that pieces of functionality can be shared with other programs

Our Story

Multiple Systems

There's An App For That

Large Enterprise Solutions

Aggregate, Leverage, and Extend

Group of employees came from a company that developed large enterprise solutions

Policy processing, billing, claims system for property and casualty insurance carriers, $800 million in premium, 1 million in force policies.

Aggregate data from multiple sources. Rather than rely on a single system to maintain data, embrace partnerships with other systems and present their data

3 Independent Financial Advisors

Browser / Web

Integrations

Hybrid

Desktop

Excelled in large scalable systems and third party integrations.

Existing systems do not fully meet their needs, must manually jump in and out of multiple systems

Share information with other applications

Leverage other systems. Different people within an organization perform different tasks and have different needs. One system will be either too restricting or too confusing

Multi platform

Rich, full user experience

Paradigm shift - Service based processing

Most systems tailored to the broker/dealer and their data and not the advisor and their user experience

Calendar

Portfolio

Contacts

Financial Planning

Forms

Click-once auto updating desktop application allows much tighter integration to other desktop applications such as Outlook or LaserApp in addition to browser access

Available anywhere

Utilizes the power of the

computer

iPhone

Extend functionality and information without compromising the integrity of the source. Expose your data, workflows, and screens to other systems

Sapphire Software Services

• DST

• LaserApp

• MoneyGuide Pro

Would like the option to keep some of the systems they like, but have the data integrated and not have to perform multiple entry

• Outlook

Simple deployment

Cloud based data storage so your data can be accessed from anywhere and be safely and securely backed up

Always available

Best of both worlds

Business to Business Integration

• Google

• FTJ FundChoice

• Google

• Microsoft Word

• MoneyTree

• ITS

• Mobile device

• ACT

• SQL Reports

Examples:

• Amazon
• SalesForce
• Facebook

Workflow efficiencies and process gains through the intelligent use of technology

Examples:

• Microsoft Office
• Adobe Reader
• FreeCell

"I don't know who discovered water, but I'm sure it wasn't a fish."

Keep an open mind and consider everything as a possible integration

• NFS

• LaserApp

Custom software development which allows the individual to access existing data in ways that makes sense for them

• Mobile device

Task

• Outlook

• Google

More to come ...

• Mobile device

Individually Tailored

Software Solutions

Systems should allow individuals to control what information is most important

Panoramix for Broker/Dealers

Panoramix for Financial Advisors

Cloud

Single Enterprise System

Best Of Breed

Any system should share data, processes, functionality and screens with as many systems as possible

Provides a common arena for software to reside and communicate

One relationship to maintain, but all your eggs in one basket

Requires some form of standards and industry wide cooperation, but tremendous upside

Inherent data backup and redundancies

Consistent platform, flow, and training, but accept the bad with the good

Not reliant on one single entity and easy to change parts, but no clear lines of responsibility

High degree of scalability

Data is all in one place no integration, conversion, mapping needed

Provide a framework for individual customization, but balance the customization and the complexities

Creative uses of technology required for seamless integrations

Showcases and facilitates interfaces

• Real-time, two-way integration with calendar and contact programs like Outlook® or Google®.

• Seamless integration with multiple data sources.

• Client, Household, or book of business reports.

• Pre-defined links to hundreds of common sites such as brokerage houses and life insurers.

• Full text search capability.

• Customize screens, lists, fields and reports to get just the information you need.

• Document management

• Seamless integration with multiple data sources.

• Hosted or on-site installation options.

• Document management.

• Built-in advisor access via a web site or Panoramix for Financial Advisors.

• Simple, standard interface for integration with virtually any advisor system.

• Reporting capabilities broken down by the advisor or aggregated

Listen to the people using the system