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June 08, 2021

Panoramix and FeeX Announce Technology Integration Facilitating Management, Reporting and Billing on Held Away Assets

Panoramix announced a technology integration with FeeX to allow advisors to trade, manage, and bill on held away accounts through a single platform without triggering custody. This new data feed between the platforms provides users with visibility into held-away assets, enabling users to easily integrate those into household performance reports.

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