Side by side

Pano vs SS&C Advent Axys

Both stand on portfolio management software. Which one you can start free with, which one lets you read the code, and what each costs once you pay.

Pano

Paid APIWeb

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.

Visit Pano

Choose Axys if your investment firm needs portfolio accounting, performance reporting, and reconciliation across multiple security types. Its Windows platform and broad accounting and reporting capabilities are central to its fit. Firms that need a published price should look elsewhere, since SS&C Advent asks prospective customers to request a demo for more information.

Visit SS&C Advent Axys

The facts

	Pano	SS&C Advent Axys
Free plan	Not published	Not published
Open source	Not published	Not published
Runs on	API, Web	Windows
Lowest paid plan	Free or on request	Free or on request
Plans published	1	1
Maker	Not published	SS&C Advent Axys
Website	panowealth.com	advent.com
On portfolio management software	#75 of 81	#71 of 81

Pano: 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

SS&C Advent Axys: what it does well

Supports tax-lot and average-cost accounting methods.
Offers trade-date and settlement-date accounting.
Includes hundreds of predefined reports and custom report creation.
Calculates time-weighted and internal rates of return.
Restates reports in any currency.

What to know first

Runs on Windows.
Pricing is available only on request.

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