Advisors manage dozens of clients with little time for research. Palmarium cuts hours of portfolio work into minutes and delivers science-backed outputs that impress clients and set you apart from the competition
Advisors face daily bottlenecks that limit growth:
Hours lost in manual research
Client-facing time shrinks, limiting revenue growth.
Hard to differentiate
Offerings look identical to competitors, eroding trust.
Conversations stuck on explanations
Less time for strategy and relationship-building.
Save Hours Every Week
Generate portfolios in minutes instead of hours, freeing time for clients.
Differentiate with Transparency
Deliver proposals backed by scientific models, not vague assumptions.
Client-Ready in One Click
Export reports with clear rationales and compliance-ready disclaimers.
Grow Your Book Without Extra Headcount
Scale to more clients with the same resources.
Portfolio Builder
Generate and rebalance in minutes, across multiple accounts.
Reporting Engine
Pre-built templates with risk metrics, performance attribution, and disclaimers.
Idea Generator
Provide clients with fresh, data-driven ideas, beyond traditional coverage.
