What integrating with Panoramix does for you
Integrating with Panoramix connects client information in Panoramix to their financial plan in RightCapital. Once linked, RightCapital pulls in position-level account data from each account and connects them with the client's net worth. The positions and values will be updated Tuesday through Saturday evening with the previous night's closing value.
Contact information from Panoramix is not synced; utilize a CRM integration and then connect the Panoramix information.
How to set up your Panoramix integration
The first time you use the Panoramix integration, you will need to connect your RightCapital and Panoramix accounts as follows:
How to use the Panoramix integration
Once the integration is set up, link client accounts:
This button only appears if an integration has already been established
Select the household(s) (using the check boxes in the “Link” column) to assign to the current client.