How to Connect Claude to Your Panoramix Account Using Truthifi

Searching for "Claude Panoramix"? You're in the right place. Panoramix is portfolio management, performance reporting, and billing software for independent RIAs — the No. 1 customer satisfaction performer on the T3 Inside Information Survey eight years running, a Kitces Best Value award winner, and available through Schwab's OpenView Gateway for vetted RIA technology. If your advisor uses Panoramix, the performance reports, billing statements, and portfolio analytics it produces represent a detailed, structured record of how your money has been managed. Until now, "Claude for Panoramix" meant downloading a report, pasting its data into Claude, and losing live context the moment you closed the window.

Truthifi changes that. With a Claude Panoramix connection using Truthifi, Claude can see your live Panoramix account data — holdings, performance history, billing, held-away accounts — through an Anthropic-supported MCP custom connector. Truthifi rebuilds your historical data on connection: it normalizes security names, fills BAA aggregation gaps, and stitches multi-account history into one clean timeline — so Claude reasons about reliable data, not stale report exports. The connector is read-only, never stores your Panoramix credentials, and cannot move money, place trades, or alter any account setting.

This guide walks you through setup (about 5 minutes), explains what Truthifi allows and blocks with your Panoramix data, and shows the kinds of long-form analyses Claude is especially well suited to produce on RIA portfolio management data.

Before you begin, you'll need:

• A paid individual Claude subscription (Pro or Max). Custom connectors are only available on paid individual plans. Free accounts and some team plans cannot add custom connectors.

• A Truthifi account with at least one linked financial institution.

2. What You Need

• Active Panoramix account (advisor-managed) with online access

• Claude Pro plan ($20/mo) — required for custom MCP connectors

• Your Panoramix login credentials ready for the aggregator handoff

• Free Truthifi account at truthifi.com

• About 5 minutes for first-time setup

• Want to try Perplexity instead? See /connect/perplexity-panoramix

3. How to Connect Claude to Your Panoramix Account

Ready to connect Claude to financial accounts? Here's how to link Claude to your Panoramix profile using Truthifi.

1. Open Settings in Claude. Go to claude.ai. Click your profile → Settings → Connectors.

2. Add the Truthifi connector. Choose Add custom connector. Enter Name: Truthifi, MCP URL: https://api.truthifi.com/mcp. Click Connect.

3. Authorize your Panoramix accounts. Claude redirects you to Truthifi's OAuth screen. Sign in to your Truthifi account, choose Panoramix from the institution list, complete the BAA aggregator handoff with your Panoramix credentials, and choose which accounts (individual, IRA, trust, corporate, held-away) to share with Claude.

4. Enable Truthifi when needed. In any new chat, click + → Integrations → toggle Truthifi on. You may need to re-enable Truthifi in some new conversations if it isn't active by default.

5. Verify the connection. Send: "Give me a complete picture of my Panoramix-tracked portfolio — total value, account breakdown, performance year-to-date, and top 10 positions." If Claude responds with your actual figures, you're live.

[Connect Claude to Panoramix →]

Your Panoramix account is now linked to Claude for live, read-only portfolio analysis.

4. Example Prompts for Claude

• Annual Performance Review Memo — "Pull my Panoramix portfolio performance data for the full calendar year. Write a 1,500-word annual review memo: total return by account, attribution by asset class and individual position, comparison to an appropriate benchmark, key decisions that added or detracted value, and three questions I should raise with my advisor."

• Fee Transparency Analysis — "Review all advisory fees in my Panoramix billing history for the past 24 months. Compute total fees paid by year, the effective fee rate applied to assets each quarter, and flag any period where the rate changed unexpectedly. Write a structured memo I can use in my next advisor review."

• Comprehensive Held-Away Analysis — "Pull both my directly managed and held-away accounts from Panoramix. Give me a complete household picture: total assets across all accounts, the asset-class mix with and without held-away accounts, and a list of gaps in coverage my advisor may not have full visibility into."

• Multi-Year Performance Deep Dive — "Using my Panoramix performance history, write a 3-year performance analysis: year-by-year returns for each account, trailing annualized returns for 1, 3, and available periods, attribution to major positions, and a plain-English assessment of whether the portfolio has earned its advisory fee over the period."

• Benchmark Comparison Framework — "For each Panoramix-tracked account, identify the appropriate benchmark based on its asset-class mix. Compare trailing returns to those benchmarks and write a structured report: accounts outperforming their benchmark, accounts underperforming, and the attribution for each."

• Year-End Tax Planning Input — "Pull my Panoramix data for the current year: realized gains and losses by account, total dividends and interest, advisory fees paid. Write a tax-prep input memo organized by account type (taxable, IRA, trust) that I can hand to my tax professional."

• Portfolio Simplification Analysis — "Look at my Panoramix holdings. Identify any redundant positions — ETFs or funds with overlapping exposure, positions that could be consolidated. Write a memo listing the overlaps, the estimated impact of consolidation, and a recommendation to bring to my advisor."

• Advisor Value Assessment — "Using my Panoramix performance and fee data, calculate the net return after advisory fees for each account over the past three years. Write a structured memo on whether the advisor's performance has exceeded a simple index-fund alternative by enough to justify the fee. Present both sides fairly."

5. Why Truthifi?

5.1. Security

Your Panoramix username and password never touch Truthifi's servers. Authentication occurs through Panoramix's aggregator partner (BAA), creating a read-only, protocol-enforced connection secured with AES-256 encryption. Claude receives only scoped data tokens, never your Panoramix credentials. You maintain complete control and can revoke access anytime from your Panoramix account settings or your Truthifi dashboard.

5.2. Privacy

Your financial data stays under your complete control when using Truthifi. We never store login credentials from Panoramix or any institution. You decide which specific accounts Claude can see, with selective per-account permissions. Data is not sold to third parties, and connecting Claude does not grant access to any other AI you have connected through Truthifi.

5.3. Audit Trail

Every MCP data request is logged for Claude transparency. When Claude accesses your Panoramix data, the timestamp and specific data retrieved is recorded automatically. You maintain full visibility into which account details were accessed and when. Audit logs are available in your Truthifi dashboard.

5.4. Data Quality

Panoramix delivers raw portfolio management data through its aggregator partner. Security names, account labels, and billing metadata can be inconsistent. Truthifi rebuilds that history from the aggregation source, normalizes security names, and resolves timing mismatches so Claude sees a clean, complete Panoramix timeline.

6. About Claude

Claude, built by Anthropic, is a conversational AI especially strong at long-form reasoning, careful explanations, and structured writing — all of which map well to portfolio analysis and advisory fee review. The Claude Pro plan ($20/mo) is required to use custom MCP connectors, which is what powers the Truthifi integration.

For Panoramix specifically, Claude is great at multi-year performance analyses, fee transparency memos, held-away account reviews, and tax-prep input documents. Claude tends to ask clarifying questions, show its assumptions, and produce well-organized output — the kind of structured thinking that suits clients preparing for advisor reviews or year-end planning.

7. About Panoramix

Panoramix is portfolio management, performance reporting, and billing software for independent RIAs, developed by Sapphire Software Services, Inc., headquartered in Eagan, Minnesota. The Panoramix software was first released in 2013; parent company Sapphire Software Services was founded in 2003.

Panoramix has ranked No. 1 in customer satisfaction on the T3 Inside Information Survey eight years running from 2019 through 2026, achieving its highest-ever score of 9.51 in 2024 and increasing market share by 52% over 2023. The platform serves approximately 400 RIA users managing approximately $12.5 billion on the platform (company-stated figures). It has been recognized as a Kitces Best Value technology award winner (2023) and is available through Charles Schwab Advisor Services as a vetted third-party technology provider in the Schwab OpenView Gateway ecosystem.

• Headquarters: Eagan, MN

• Founded: 2003 (parent Sapphire Software Services); Panoramix software released 2013

• Parent: Sapphire Software Services, Inc.

• Platform AUM: Approximately $12.5 billion (company-stated)

• RIA users: Approximately 400

• Authentication: Username/password via Panoramix web application

• Data aggregators: BAA

• Supported account types: Individual brokerage, joint brokerage, Traditional IRA, Roth IRA, trust accounts, corporate/entity accounts, held-away accounts (aggregated)

Panoramix website →

8. Frequently Asked Questions

Is it safe to connect my Panoramix account using Truthifi?

Yes. Your Panoramix login happens on Panoramix's own authentication flow through the BAA aggregator handoff. Your username and password never pass through Truthifi's servers. Claude receives only a scoped, read-only data token — it cannot move money, place trades, or alter any account setting. Every data request is logged, and you can revoke access at any time. Full details at https://truthifi.com/security.

Truthifi security overview →

What can Truthifi actually do with my Panoramix data?

Truthifi pulls holdings, performance data, billing history, held-away account information, and account metadata from your Panoramix-tracked accounts and exposes them to Claude through a read-only MCP connector. Claude can write performance memos, audit fees, analyze held-away accounts, and produce tax-prep inputs. It cannot transfer money, place trades, or change anything in Panoramix.

Do I need a paid Claude plan to use this with Panoramix?

Yes. To use Claude with Truthifi, you need a Claude Pro subscription at $20/mo or higher. Free Claude accounts cannot add custom MCP connectors.

Where is my Panoramix data stored?

Your holdings and performance data is fetched on demand from Panoramix's aggregator feed via Truthifi, used during the active Claude conversation, and not retained in Claude memory between sessions. Truthifi caches a normalized history you can clear from your dashboard.

How do I disconnect Claude from Truthifi?

Open Settings → Connectors → find Truthifi → Disconnect. You can also revoke access from your Panoramix account or your Truthifi dashboard. Disconnecting Claude does not affect any other AI you have connected through Truthifi.

How does Truthifi compare to other options for Panoramix?

What about my financial advisor?

Claude does not replace your advisor. Your advisor manages your portfolio through Panoramix. Claude — with read-only Panoramix data using Truthifi — helps you prepare for advisor meetings, understand your performance and fees, and develop better questions for advisory reviews.

Can Claude write a multi-year performance memo using my Panoramix data?

Yes — this is one of Claude's strengths. Claude can pull your Panoramix performance history across multiple years and produce a structured memo covering returns, attribution, benchmark comparison, and fee-adjusted performance.

How is Claude different from ChatGPT for Panoramix analysis?

Claude tends to write longer, more structured analysis — useful for multi-year reviews, fee audits, and held-away account frameworks. ChatGPT tends to be faster and more conversational. Many users keep both: ChatGPT for quick lookups, Claude for deeper written work.

Can I connect both Claude and ChatGPT to my Panoramix account?

Yes. Each AI connection using Truthifi is independent. Connecting Claude does not expose your data to ChatGPT, and vice versa.

What makes Panoramix distinctive among RIA software?

Panoramix has ranked No. 1 in T3 Inside Information Survey customer satisfaction eight years in a row, achieved a 9.51 score in 2024, and is recognized by Kitces as a Best Value pick. The platform is purpose-built for small-to-mid-size RIAs that prioritize simplicity, excellent support, and billing automation over enterprise complexity. For Truthifi purposes, what matters is that Panoramix data is available through the BAA aggregator feed.

Is there a Free Claude path for this?

No. Custom MCP connectors are gated to Claude Pro ($20/mo) or higher. Truthifi also supports free or lower-cost AI clients (including OpenClaw).

Who can see my Panoramix data?

Only you, and only Claude during an active conversation where Truthifi tools are enabled. Truthifi does not sell data and does not share it with advertisers.

Subject to Claude privacy policy.

9. MCP Integration Paths

MCP (Model Context Protocol) is the open standard that lets Claude talk to external data sources through a structured, read-only interface. Anthropic, the company behind Claude, co-developed MCP, so Claude is one of the most natural homes for an MCP-based investment connector. When you connect Claude to Panoramix using Truthifi, you are using a Truthifi MCP server — infrastructure that translates Claude's natural-language requests into safe, scoped MCP API calls against your live Panoramix data.

Truthifi runs MCP servers across finance: MCP banking, MCP investment, MCP brokerage, MCP crypto. Each connector is read-only, protocol-enforced, and audit-logged. For Panoramix, the MCP investment integration covers RIA-managed accounts, held-away accounts, and billing data through the BAA aggregation path.

For developers, Truthifi's MCP API is documented for custom MCP integration work — building advisor dashboards, internal tools, or routing Panoramix data into other MCP-aware clients. The same security model applies: no credentials, read-only scopes, full audit trail.

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• ChatGPT + Panoramix guide

• Perplexity + Panoramix guide

• Grok + Panoramix guide

• OpenClaw + Panoramix guide

Informational only. Not financial advice. Consult a qualified financial advisor before making investment decisions. Truthifi is an independent platform and is not affiliated with Panoramix or Sapphire Software Services, Inc. This guide reflects current product functionality as of June 2026.

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Title: Claude Panoramix — Connect Using Truthifi | AI RIA Performance & Fee Analysis Meta Description: Connect Claude to your Panoramix account using Truthifi. Live holdings, multi-year performance memos, fee audits, read-only MCP connector. Setup takes 5 minutes. H1: How to Connect Claude to Your Panoramix Account Using Truthifi Canonical URL: https://truthifi.com/connect/claude-panoramix