Pano
The facts below are what the maker publishes about Pano, checked and dated. Our editors have not written about it yet.
Plans and prices
From Pano's own pricing page, checked 5 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Custom pricing | Priced on request | Book a demo or contact the team for a 30-minute walkthrough; no public price listed · Not stated |
The facts
Each one read from Pano's own pages, with the date it was checked.
What it does
- 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.checked 5 Oct 2026
- Client relationships
- Pano connects households, entities, contacts, opportunities, conversations and files in a single client view.checked 5 Oct 2026
- Contact response
- The contact page says Pano replies to email inquiries within one business day.checked 5 Oct 2026
- Implementation
- Pano says most firms go live in two to four weeks with guided onboarding and migration.checked 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.checked 5 Oct 2026
- Portfolio management
- The platform consolidates portfolios across custodians and supports reconciliation, performance attribution, rebalancing and drift monitoring.checked 5 Oct 2026
- Product
- Pano describes itself as an all-in-one wealth management platform for RIAs, trust companies and family offices.checked 5 Oct 2026
- Reporting
- Pano offers branded reporting and a client portal with live data and secure document sharing.checked 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.checked 5 Oct 2026
- Support
- Pano advertises a dedicated support and success team and a direct line to product and leadership.checked 5 Oct 2026
The company
- 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.checked 5 Oct 2026
- Founded
- The pages reviewed do not state a founding year.checked 5 Oct 2026
Money
- 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.checked 5 Oct 2026
- Trading and billing
- The platform includes model rebalancing and trade workflows, plus automated billing with configurable fee calculations.checked 5 Oct 2026
Alternatives to Pano
- 1
rotki
Free planOpen sourceWebAPILinuxmacOS8.8From €25 a month - 2
Stock Rover
Free planAndroidiOSWebWindows8.7From $24 a month - 3
Sharesight
Free planAndroidiOSWebAPI8.6From $7 a month - 4
Snowball Analytics
Free planAndroidiOSWeb8.6From $79.99 a year - 5
Finary
Free planAndroidiOSWebAPI8.5From €44.99 a year - 6
FundCount
AndroidiOSWebAPI8.3From $4,000 a year