Overview

This article explains how to connect Panoramix and Wealthbox, so contact data can sync across both platforms for accurate billing and performance reporting. No walkthrough video is currently available for this integration.

What is Panoramix?

Panoramix is a full-featured, flexible billing and performance reporting system for advisors, supporting multiple billing methodologies and white-labeled for advisor branding through its client portal. It has an integration with Wealthbox that syncs data between the two platforms.

How does it work?

The integration lets advisors import their Wealthbox contacts into Panoramix with the click of a button, syncing data across both platforms. This saves time compared to manual data entry and helps ensure billing and performance reporting in Panoramix is based on accurate, up-to-date client information.

Step-by-step setup instructions

1. Confirm you have an active Panoramix account and an active Wealthbox account.
2. From the Panoramix dashboard, locate the option to connect your Wealthbox account.
3. Log in with your Wealthbox credentials when prompted, and authorize the connection.
4. Select the button in Panoramix to import your Wealthbox contacts.
5. Confirm the imported contacts appear correctly in Panoramix.
6. Review your billing and performance reports in Panoramix to confirm they reflect the synced client data.

(Exact menu labels inside Panoramix may differ slightly by account type — refer to Panoramix's own onboarding screens if a labeled step doesn't match what you see.)

Troubleshooting steps

• Issue: Wealthbox contacts aren't importing into Panoramix. Solution: Confirm the Wealthbox connection is authorized in Panoramix's account settings, and reconnect if needed.
• Issue: Some contact fields are missing or incorrect after import. Solution: Check that the corresponding fields are filled in correctly on the client's contact record in Wealthbox, then re-import.
• Issue: A newly added Wealthbox contact isn't showing up in Panoramix. Solution: Run the import again in Panoramix, since new contacts may not sync automatically until the import is triggered.

FAQ

• Do I need to manually re-enter client information in Panoramix? No. Once connected, Wealthbox contacts can be imported into Panoramix with the click of a button.
• Does this integration affect my billing methodology in Panoramix? No. The integration syncs contact data; Panoramix's billing methodologies and client portal branding are configured separately.
• Is the import a one-time action or ongoing sync? Contacts are imported when you select the import option in Panoramix, so you may need to re-run the import to bring in newly added or updated Wealthbox contacts.