Panoramix adds one-sided trading and household rebalancing to Pro platform

Panoramix has added two new trading tools to Panoramix Pro: One-Sided Trading and Household Rebalancing. The enhancements, released in version 3.0.70, are meant to give advisors more control, visibility and flexibility when rebalancing client portfolios.

Why it matters: - Panoramix is giving independent advisors more ways to rebalance portfolios without forcing every holding to hit an exact target. - The new tools aim to reduce unnecessary trades, support household-level planning and keep advisors in control of trading decisions. - The upgrade is part of a broader push to deepen Trading & Rebalancing inside Panoramix Pro.

What happened: - Panoramix added One-Sided Trading and Household Rebalancing to Panoramix Pro. - The enhancements were included in Panoramix version 3.0.70, released Aug. 6, 2026. - Panoramix said the features are the first phase of a planned investment in Panoramix Pro. - Panoramix Pro combines the standard Panoramix license with integrated Trading & Rebalancing.

The details: - One-Sided Trading lets advisors using group-based models rebalance higher-level allocation groups without fully rebalancing each holding inside those groups. - The system can keep trades one-directional within an Asset Class, Security Type or Asset Type group. - Panoramix said the workflow can buy into groups that need to grow and sell from groups that need to shrink. - The approach is designed to bring the broader portfolio back toward target allocation without generating trades solely to reset each underlying position. - Household Rebalancing lets advisors rebalance toward a target allocation across a household while keeping flexibility at the account and position level. - Advisors can set an allocation inside a specific account or exclude an account or position from the rebalance. - Panoramix said advisors can address account-level requirements first, then rebalance the remaining household assets toward the household target. - A new Show My Work screen gives advisors more visibility into the Trading & Rebalancing process. - The screen lets advisors review the actions behind the result while retaining control over trading decisions. - Panoramix Pro also supports fractional-share trading for advisors who custody with Schwab Advisor Services. - Panoramix said it supported fractional shares immediately when Schwab Advisor Services launched fractional-share trading, without separate tools or manual workarounds. - Trading & Rebalancing tools in Panoramix Pro include generating and submitting trades, bulk and individual account trading, trading rules, rebalancing, cash allocation and other trading workflows. - Panoramix Pro can submit trading files to most custodians, submit directly through APIs to several custodians and submit through a FIX connection for most custodians. - Advisors can contact sales@PanoramixFinancial.com for more information or a demonstration. - Panoramix was developed in 2013 by Sapphire Software Services, Inc. - Panoramix says the platform is multi-custodial and built for billing and performance reporting. - Panoramix says the product has been named a Kitces’ Best Value in 2023 and ranked as a top performer on the T3 Inside Information Survey for eight straight years from 2019 through 2026. - The company’s website is more information.

Between the lines: - The new features suggest Panoramix is leaning into workflow control as much as execution speed. - Showing the reasoning behind trades can matter for advisors who need to explain rebalancing decisions to clients or document their process. - Household-level rebalancing points to a broader planning use case, not just account-by-account trade generation.

What's next: - Panoramix said the new features mark the start of additional targeted investment in Trading & Rebalancing. - Future updates are likely to build further on Panoramix Pro’s integrated trading stack and custodial connectivity. - The company is also positioning the platform for advisors who want fewer manual workarounds across custodians and trading workflows.