The copilot for
The copilot for
The copilot for
Investment Teams
Investment Teams
Investment Teams
Quant research hub
Fixed Income dashboard (Bonds, ETF's and mutual Funds)
Equity dashboard (Stocks, ETF's and mutual funds)
Advanced research filters (Risk, return, sharpe ratio and more)
Portfolio rebalance and creation
Client proposal and tecnical reports
Chat with us
Speak to our friendly team via email or phone
contact@palmarium.ai
+1 (302) 574-2710
Quant research hub
Fixed Income dashboard (Bonds, ETF's and mutual Funds)
Equity dashboard (Stocks, ETF's and mutual funds)
Advanced research filters (Risk, return, sharpe ratio and more)
Fixed Income dashboard (Bonds, ETF's and mutual Funds)
Equity dashboard (Stocks, ETF's and mutual funds)
Advanced research filters (Risk, return, sharpe ratio and more)
Portfolio rebalance and creation
Quant - assisted portfolio creation: Pick assets through our quant -ranked system.
Constraint's based portfolio creation: Build around asset type, class and sector weights.
Actively managing and optimizing your portfolio: Alerts, drifting, Instrument switching
Quant - assisted portfolio creation: Pick assets through our quant -ranked system.
Constraint's based portfolio creation: Build around asset type, class and sector weights.
Actively managing and optimizing your portfolio: Alerts, drifting, Instrument switching
Client proposal and tecnical reports
Client proposal: Branded Pdf with your logo and a deep dive report on your portfolio (Sector exposure, credit rating, maturity and duration profile).
FA analysis: Tecnical and fundamental analysis, backtest vs benchmark, FI and equity overview, and a rationale behind every recomendation.
Client proposal: Branded Pdf with your logo and a deep dive report on your portfolio (Sector exposure, credit rating, maturity and duration profile).
FA analysis: Tecnical and fundamental analysis, backtest vs benchmark, FI and equity overview, and a rationale behind every recomendation.
Operational Impact at Scale
Operational Impact at Scale
In average for a client-ready proposal
Enables advisors to create 3× more proposals weekly.
Assets researched and standardized across portfolios
Reduction in time spent drafting client answers
An Investment That
An Investment That
Pays Back in Hours, Not Years.
Pays Back in Hours, Not Years.
Monthly
Annually
30% OFF
PREMIUM
$160
$112
per user /month
billed annually
$1,344 / year
Save $576 per user / year vs monthly
What's included
Unlimited portfolios created or rebalanced
Backtested performance with risk metrics
Equity screener: stocks, ETFs & mutual funds
Fixed income screener: bonds, ETFs & mutual funds
Actively manage your portfolio: alerts, drift monitoring & instrument switching
Client-ready PDF reports, branded with your logo
Priority support (live chat + email)
Proprietary statistical & mathematical model
Need something custom? · Talk to us about Enterprise
Monthly
Annually
30% OFF
PREMIUM
$160
$112
per user /month
billed annually
$1,344 / year
Save $576 per user / year vs monthly
What's included
Unlimited portfolios created or rebalanced
Backtested performance with risk metrics
Equity screener: stocks, ETFs & mutual funds
Fixed income screener: bonds, ETFs & mutual funds
Actively manage your portfolio: alerts, drift monitoring & instrument switching
Client-ready PDF reports, branded with your logo
Priority support (live chat + email)
Proprietary statistical & mathematical model
Need something custom? · Talk to us about Enterprise
Monthly
Annually
30% OFF
PREMIUM
$160
$112
per user /month
billed annually
$1,344 / year
Save $576 per user / year vs monthly
What's included
Unlimited portfolios created or rebalanced
Backtested performance with risk metrics
Equity screener: stocks, ETFs & mutual funds
Fixed income screener: bonds, ETFs & mutual funds
Actively manage your portfolio: alerts, drift monitoring & instrument switching
Client-ready PDF reports, branded with your logo
Priority support (live chat + email)
Proprietary statistical & mathematical model
Need something custom? · Talk to us about Enterprise
Benefits
Why Palmarium?
Decades of quant research, reimagined for speed and clarity.
Explainability and governance as standard.
Productivity that translates into profitability.
"Palmarium completely transformed the way I work. I save over 8 hours per week, deliver faster service to clients, and can now focus on growing sales and expanding my client base."
Miguel Curi
Palmarium Advisor
"Palmarium completely transformed the way I work. I save over 8 hours per week, deliver faster service to clients, and can now focus on growing sales and expanding my client base."
Miguel Curi
Palmarium Advisor
“As an independent advisor, I wanted to start using AI in my work, but most tools felt unreliable. Palmarium gives me confidence to use the platform for every client.”
Elena Vargas
Palmarium Advisor
“As an independent advisor, I wanted to start using AI in my work, but most tools felt unreliable. Palmarium gives me confidence to use the platform for every client.”
Elena Vargas
Palmarium Advisor
“Before Palmarium, each advisor had their own process. Now everything’s standardized — data, models, and proposals. Our workflow is faster and more transparent.”
Ethan Hayes
Palmarium Advisor
“Before Palmarium, each advisor had their own process. Now everything’s standardized — data, models, and proposals. Our workflow is faster and more transparent.”
Ethan Hayes
Palmarium Advisor
Ready to put sci-finance in the palm of your hand?
Ready to put sci-finance in the palm of your hand?
Ready to put sci-finance in the palm of your hand?