{"article":{"annotation":{"article_id":"panoramix-expands-facetai-with-advisor-assist-mcp-and-skill-studio","available_at":"2026-10-16T10:37:24.993759Z","geography_revision":"ef6ee0010dda5fe7b240fd514749b43e214c57da73222d2e40ec83b276dd0977","id":"b81b4439da311d95bbde85261b1223a245138c8004889190ad952fa695dd1fb8","input_sha256":"20269f8ba21dca87a0c059de67c55c5def52bdfeeb35d4a889ce30359f42a268","limitations":["Rule-derived subjects are candidates, not verified editorial labels or calibrated model probabilities.","Coverage is distinct from event location. 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FacetAI AI Assist lets advisers work with client and portfolio information in natural language; the Panoramix MCP Server connects authorized data to compatible external platforms such as ChatGPT and Claude. Skill Studio lets advisers create and test reusable workflows without programming.","The release includes seven built-in Skills: Client Review, Billing Review, RMD & Tax Snapshot, Cash Flow Analysis, Cash & Liquidity Review, Household Profile, and Data Quality/Exception Review. Panoramix scheduled availability for advisers with an active license later that day and said there would be no additional charge at launch. The company did not publish customer outcomes or accuracy measurements."],"sections":[]},"corrections":[],"country":"US","data":{"blocks":[{"description":{"ar":"إعلان الشركة عن المنتج بتاريخ 15 أكتوبر","de":"Produktmitteilung des Unternehmens vom 15. 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portfolio platform adds natural-language work with client and portfolio data, MCP connections to compatible AI tools, and custom workflow creation.","text":"The portfolio platform adds natural-language work with client and portfolio data, MCP connections to compatible AI tools, and custom workflow creation.\n\nPanoramix announced on 15 October an expansion of its FacetAI ecosystem for independent registered investment advisers. FacetAI AI Assist lets advisers work with client and portfolio information in natural language; the Panoramix MCP Server connects authorized data to compatible external platforms such as ChatGPT and Claude. Skill Studio lets advisers create and test reusable workflows without programming.\n\nThe release includes seven built-in Skills: Client Review, Billing Review, RMD & Tax Snapshot, Cash Flow Analysis, Cash & Liquidity Review, Household Profile, and Data Quality/Exception Review. Panoramix scheduled availability for advisers with an active license later that day and said there would be no additional charge at launch. The company did not publish customer outcomes or accuracy measurements.","title":"Panoramix expands FacetAI with advisor assistant and Skill Studio","topics":[],"translations":[{"api_url":"https://newsverum.com/api/v1/articles/panoramix-expands-facetai-with-advisor-assist-mcp-and-skill-studio?lang=tr","language":"tr","url":"https://newsverum.com/tr/news/panoramix-expands-facetai-with-advisor-assist-mcp-and-skill-studio"},{"api_url":"https://newsverum.com/api/v1/articles/panoramix-expands-facetai-with-advisor-assist-mcp-and-skill-studio?lang=en","language":"en","url":"https://newsverum.com/en/news/panoramix-expands-facetai-with-advisor-assist-mcp-and-skill-studio"},{"api_url":"https://newsverum.com/api/v1/articles/panoramix-expands-facetai-with-advisor-assist-mcp-and-skill-studio?lang=ar","language":"ar","url":"https://newsverum.com/ar/news/panoramix-expands-facetai-with-advisor-assist-mcp-and-skill-studio"},{"api_url":"https://newsverum.com/api/v1/articles/panoramix-expands-facetai-with-advisor-assist-mcp-and-skill-studio?lang=fr","language":"fr","url":"https://newsverum.com/fr/news/panoramix-expands-facetai-with-advisor-assist-mcp-and-skill-studio"},{"api_url":"https://newsverum.com/api/v1/articles/panoramix-expands-facetai-with-advisor-assist-mcp-and-skill-studio?lang=es","language":"es","url":"https://newsverum.com/es/news/panoramix-expands-facetai-with-advisor-assist-mcp-and-skill-studio"},{"api_url":"https://newsverum.com/api/v1/articles/panoramix-expands-facetai-with-advisor-assist-mcp-and-skill-studio?lang=de","language":"de","url":"https://newsverum.com/de/news/panoramix-expands-facetai-with-advisor-assist-mcp-and-skill-studio"},{"api_url":"https://newsverum.com/api/v1/articles/panoramix-expands-facetai-with-advisor-assist-mcp-and-skill-studio?lang=pt","language":"pt","url":"https://newsverum.com/pt/news/panoramix-expands-facetai-with-advisor-assist-mcp-and-skill-studio"}],"url":"https://newsverum.com/en/news/panoramix-expands-facetai-with-advisor-assist-mcp-and-skill-studio"},"version":"1"}