Panoramix Expands FacetAI: Advisors Gain More Ways to Use and Customize AI

New capabilities let advisors work with AI inside Panoramix, connect compatible AI platforms, and create Skills tailored to their firm’s workflows.

EAGAN, MN, UNITED STATES, October 15, 2026 /EINPresswire.com/ — Panoramix™, a portfolio management platform serving independent registered investment advisors (RIAs) and financial advisors, today announced expanded capabilities across its FacetAI ecosystem, giving advisors more flexibility in how they use artificial intelligence and greater control over how it supports their daily work.

The expansion brings together three complementary components: FacetAI AI Assist, an AI teammate built into Panoramix; the Panoramix MCP Server, which connects Panoramix capabilities to compatible external AI platforms; and FacetAI Skill Studio, which allows advisors to create, customize, and test reusable AI workflows.

First introduced in March 2026, FacetAI reflects Panoramix’s approach to practical, advisor-directed AI. The October expansion builds on that foundation and the initial September release of the Panoramix MCP Server.

FacetAI AI Assist brings AI directly into Panoramix, allowing advisors to ask questions in natural language, work with their client and portfolio information, view reports and dashboard information, and complete supported workflows.

The release includes seven preloaded Skills: Client Review, Billing Review, RMD & Tax Snapshot, Cash Flow Analysis, Cash & Liquidity Review, Household Profile, and Data Quality/Exception Review. Meeting Prep is next on the roadmap, with additional Skills planned for subsequent fourth-quarter releases.

The Panoramix MCP Server allows advisors to access authorized Panoramix data and capabilities from compatible AI platforms, including tools such as ChatGPT and Claude, while preserving their existing Panoramix permissions.

The October release expands the capabilities available through these connections, including access to Panoramix reports, more detailed performance information, billing configurations, and advisor dashboard data. Advisors can use these capabilities to ask questions, analyze information, and prepare client reviews from an AI platform they already use.

FacetAI Skill Studio gives advisors the ability to teach AI how their firm works. Without programming or technical expertise, advisors can describe a task in everyday language, test the results, refine the instructions, and save the process as a reusable Skill.

Advisors can start with one of the built-in Skills or create their own. Customized Skills can also be saved and exported as Markdown files for use with other AI tools that support the format.

For example, an advisor preparing for a client meeting might ask FacetAI to review household performance, summarize retirement distributions, examine billing arrangements, and identify items that deserve attention. With Skill Studio, the advisor can customize how that information is gathered and presented, then save the process for future client reviews.

“Every advisory firm works differently. AI should adapt to the advisor, not the other way around,” said Chris Hastings, CEO and Lead Architect of Panoramix. “We want advisors to be able to start with something useful, make it their own, and build from there. Whether they’re working inside Panoramix or using another compatible AI platform, our goal is to give them the flexibility to work the way they choose.”

FacetAI AI Assist, the Panoramix MCP Server, and FacetAI Skill Studio, including the expanded capabilities announced in this release, are scheduled to be available later today, October 15, to advisors with an active Panoramix license.

At launch, Panoramix is offering these capabilities at no additional charge.

To learn more about FacetAI, visit https://www.panoramixfinancial.com/learnmore/facetai.

About Panoramix™
Developed in 2013 by Sapphire Software Services, Inc., Panoramix™ provides portfolio management and reporting software for RIAs and financial advisors. Specializing in billing and performance reporting, the Panoramix platform is multi-custodial and, with its wide array of partners and integrations, is flexible enough to integrate seamlessly into an existing tech stack, while still being robust enough to stand on its own. Panoramix is industry-recognized as a Kitces’ Best Value (2023) and a top performer on the T3 Inside Information Survey eight years running (2019–2026). For more info: panoramixfinancial.com.

Chris Hastings
Panoramix
+1 612-599-8549
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