Pano

5.6easy start · #76of 81
in Portfolio Management Software

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Runs on api, Web.

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Pano is ranked #76 of 81 in portfolio management software on The Geeks Club. It runs on API, Web.

Pano plans and pricing

All plans

Custom pricing Not stated Book a demo or contact the team for a 30-minute walkthrough; no public price listed panowealth.com · 5 Oct 2026

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The record

Product: Pano describes itself as an all-in-one wealth management platform for RIAs, trust companies and family offices.
Portfolio management: The platform consolidates portfolios across custodians and supports reconciliation, performance attribution, rebalancing and drift monitoring.
Client relationships: Pano connects households, entities, contacts, opportunities, conversations and files in a single client view.
Reporting: Pano offers branded reporting and a client portal with live data and secure document sharing.
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.
Trading and billing: The platform includes model rebalancing and trade workflows, plus automated billing with configurable fee calculations.
Integrations: Pano lists integration categories for custodians, market data, planning, e-signature, performance and analytics, identity and KYC, communications, and document vaults.
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.
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.
Implementation: Pano says most firms go live in two to four weeks with guided onboarding and migration.
Support: Pano advertises a dedicated support and success team and a direct line to product and leadership.
Contact response: The contact page says Pano replies to email inquiries within one business day.
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.
Founded: The pages reviewed do not state a founding year.

Where it ranks on The Geeks Club

Best Portfolio Management Software in 2026#76 of 81

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Sources

panowealth.com· checked 5 Oct 2026
panowealth.com/platform· checked 5 Oct 2026
panowealth.com/contact.html· checked 5 Oct 2026
panowealth.com/about· checked 5 Oct 2026