Pano
5.3#80 in portfolio management softwareWebAPI
Visit| Fact | Pano | Snowball Analytics |
|---|---|---|
| Founded | The pages reviewed do not state a founding year. | 2021 |
| 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. | Snowball Analytics says it does not store broker or crypto-account credentials; Yodlee connections are read-only, and stored data is depersonalized and encrypted in transit. |
| Support | Pano advertises a dedicated support and success team and a direct line to product and leadership. | The pricing page directs users to Snowball Analytics' Knowledge Base for popular questions, tutorials, and usage advice. |
You want what its maker publishes above — check its page for the details.
It suits long-term retail investors who want an overview of investments across supported assets and broker connections. It may also help investors tracking dividend income or reviewing performance, risk and diversification.