On the recordRead 5 Oct 202614 facts
Pano
Plans and prices
Custom pricing
Priced on request
Book a demo or contact the team for a 30-minute walkthrough; no public price listed
Read 5 Oct 2026 · panowealth.com
On the record
- 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 · read 5 Oct 2026
- Client relationships
- Pano connects households, entities, contacts, opportunities, conversations and files in a single client view.panowealth.com · read 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 · read 5 Oct 2026
- Contact response
- The contact page says Pano replies to email inquiries within one business day.panowealth.com · read 5 Oct 2026
- Implementation
- Pano says most firms go live in two to four weeks with guided onboarding and migration.panowealth.com · read 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 · read 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 · read 5 Oct 2026
- Portfolio management
- The platform consolidates portfolios across custodians and supports reconciliation, performance attribution, rebalancing and drift monitoring.panowealth.com · read 5 Oct 2026
- Product
- Pano describes itself as an all-in-one wealth management platform for RIAs, trust companies and family offices.panowealth.com · read 5 Oct 2026
- Reporting
- Pano offers branded reporting and a client portal with live data and secure document sharing.panowealth.com · read 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 · read 5 Oct 2026
- Support
- Pano advertises a dedicated support and success team and a direct line to product and leadership.panowealth.com · read 5 Oct 2026
- Trading and billing
- The platform includes model rebalancing and trade workflows, plus automated billing with configurable fee calculations.panowealth.com · read 5 Oct 2026
