Panoramix expands FacetAI with advisor assistant and Skill Studio
The portfolio platform adds natural-language work with client and portfolio data, MCP connections to compatible AI tools, and custom workflow creation.
Event / data period: 2026-10-15
Published: · Updated:
Panoramix 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.
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.
Data
Product announcement record
Company product announcement dated 15 October
- · Occurred
FacetAI components
AI Assist, MCP Server and Skill Studio for adviser access to Panoramix data and workflows.
Methodology
Components, built-in Skills, date and pricing are from the company’s 15 October announcement; this is not an independent performance or security test.
Updated:
Number of preloaded Skills
AI Assist, MCP Server and Skill Studio for adviser access to Panoramix data and workflows.
- FacetAI components
- 7 count
- 2026-10-15 · Observed
Methodology
Components, built-in Skills, date and pricing are from the company’s 15 October announcement; this is not an independent performance or security test.
Updated:
Subjects and places
Subject proposals
- Artificial intelligenceSuggested
- Subject suggested from the title or summary: AIpanoramixfinancial.com ↗
Geographic references
Only source-provided geographic references are shown. Opening an external map is optional. Optional story maps use OpenStreetMap. Opening a map sends your IP address and this site’s address to the map provider; location data remains readable as text without loading the map.
- United States · Place role: Coverage · Place type: Country or area · Location precision: RegionalEvidence
- Explicit preserved editorial country/region; no city or national centroid inferredpanoramixfinancial.com ↗