Source: PR Newswire

Press Release: AdvisorPeak : AdvisorPeak Bundles Rebalancing Solution for Panoramix Users

SALT LAKE CITY, Sept. 25, 2020 /PRNewswire/ -- AdvisorPeak announced a partnership today with Panoramix, an innovative advisor technology platform. The integration combines AdvisorPeak's tax-efficient, risk-based trading and rebalancing system with Panoramix innovative performance...

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Followers on Owler

Est. Annual Revenue

$100K-5.0M

Est. Employees

1-25

Founder & CEO

Damon Deru

CEO Approval Rating

90/100

AdvisorPeak is an Utah-based portfolio management platform that offers solutions including trading management and portfolio rebalancing for investment professionals.