Freedom251 › Portfolio Management Software
Pano
What Pano is
Pano is an API and web wealth management platform for registered investment advisers, trust companies, and family offices. It consolidates portfolios across custodians and supports reconciliation, performance attribution, rebalancing, and drift monitoring. A single client view connects households, entities, contacts, opportunities, conversations, and files. Firms can create branded reports and provide a client portal with live data and secure document sharing. Planning tools cover scenario modeling and goal alignment, while plain-language questions about clients, portfolios, pipeline, and operations can be answered using live data. Pano includes model rebalancing, trade workflows, and automated billing with configurable fee calculations. Listed integration categories include custodians, market data, planning, e-signature, performance and analytics, identity and KYC, communications, and document vaults. Pano states that its infrastructure operates to SOC 2 Type II controls and ISO/IEC 27001, with encryption and least-privilege access. Pricing is on request.
Who it suits
Pano suits RIAs, trust companies, and family offices needing portfolio, client, planning, trading, billing, and reporting workflows. It is intended for firms seeking guided onboarding, migration, and dedicated support.
What it does well
- Consolidates portfolios across custodians
- Provides a unified client view
- Includes branded reports and client portal
- Supports planning scenarios and goal alignment
- Offers multiple integration categories
What to know first
- Pricing is not publicly listed
- Requires a demo or contact request
- Implementation is described as guided onboarding
- No founding year is stated
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Custom pricing | Not stated · Book a demo or contact the team for a 30-minute walkthrough; no public price listed | On request |
As panowealth.com lists them, read 5 Oct 2026. The maker's own page has the final word.
Verdict
Pano combines portfolio operations, client management, planning, reporting, trading, and billing in one platform. Firms must request pricing and assess fit through the provider’s contact process.
Facts from Pano's own pages
- Audit and recovery
- The underlying platform includes detailed audit logs, daily reconciliation, backups with tested recovery plans, automated vulnerability scanning and periodic third-party penetration testing. · panowealth.com, 5 Oct 2026
- Client relationships
- Pano connects households, entities, contacts, opportunities, conversations and files in a single client view. · panowealth.com, 5 Oct 2026
- Company
- Pano Wealth, Inc. identifies its address as 838 Walker Road, Suite 21-2, Dover, Delaware, USA; the About page names Ed Wright as founder and CEO. · panowealth.com, 5 Oct 2026
- Contact response
- The contact page says Pano replies to email inquiries within one business day. · panowealth.com, 5 Oct 2026
- Founded
- The pages reviewed do not state a founding year. · panowealth.com, 5 Oct 2026
- Implementation
- Pano says most firms go live in two to four weeks with guided onboarding and migration. · panowealth.com, 5 Oct 2026
- Integrations
- Pano lists integration categories for custodians, market data, planning, e-signature, performance and analytics, identity and KYC, communications, and document vaults. · panowealth.com, 5 Oct 2026
- Planning and AI
- Its planning tools include scenario modeling and goal alignment, while Pano can answer plain-language questions about clients, portfolios, pipeline and operations using live data. · panowealth.com, 5 Oct 2026
- Portfolio management
- The platform consolidates portfolios across custodians and supports reconciliation, performance attribution, rebalancing and drift monitoring. · panowealth.com, 5 Oct 2026
- Product
- Pano describes itself as an all-in-one wealth management platform for RIAs, trust companies and family offices. · panowealth.com, 5 Oct 2026
- Reporting
- Pano offers branded reporting and a client portal with live data and secure document sharing. · panowealth.com, 5 Oct 2026
- Security
- Pano states that its underlying infrastructure operates to SOC 2 Type II controls and ISO/IEC 27001, with GDPR-aligned data handling, encryption in transit and at rest, and least-privilege access. · panowealth.com, 5 Oct 2026
- Support
- Pano advertises a dedicated support and success team and a direct line to product and leadership. · panowealth.com, 5 Oct 2026
- Trading and billing
- The platform includes model rebalancing and trade workflows, plus automated billing with configurable fee calculations. · panowealth.com, 5 Oct 2026
Where Pano stands on Freedom251
- Portfolio Management Software#75 of 81