Fiduciary Pro
Fiduciary Pro is designed specifically for private fiduciaries. Panoramic has been providing software automation
for county public conservators, public administrators, and public guardians for over 25 years. We have an unparalleled
amount of domain knowledge in court reporting and fiduciary accounting. We are excited to provide our expertise in
the form of an application tailored to the needs of the private fiduciary.
Fiduciary Pro will simplify your life, allowing you to be more productive with your time. As opposed to Quicken,
Excel, or Word, Fiduciary Pro is built for your business. Multiple clients, inventory tracking, and automatic report
generation are just some examples of Fiduciary Pro's features. Because FiduciaryPro is web based, there is no hardware
to buy, or servers to maintain. All you need is an Internet connection. FiduciaryPro is completely secure, housed on a
HIPAA compliant server, and encrypted across the Internet. With FiduciaryPro, you and your staff can access current
data from the office, field, home, or the coffee shop around the corner.
One huge benefit of Fiduciary Pro is automatic report generation. By keeping your clients' data accurate and
up-to-date throughout the court accounting period, generating court reports is as simple as point and click.
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