Chris Hastings, co-founder of Panoramix, will lead this review of the multiple methodologies that advisors can use for their fee billing. In addition to comparing and contrasting the various methods, Chris will offer insight as to the pros and cons of each method and how advisors can avoid some compliance pitfalls. Panoramix's performance reporting and billing technology platform received the highest ranking in the 2021 T3/Inside Information Software Survey in the Portfolio Management Systems category for the third year in a row. Over 5,250 advisors weighed in on their technology usage and levels of satisfaction.
Fee-only planner Hans Blake, CFA, CPA will share his insights and how he uses Panoramix to perform his billing.