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
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
PREMIUM
$224
50% OFF
$112
per user /month
billed annually
$1,344 / year
What's included
Unlimited portfolios creation and rebalancing.
Proprietary statistical & mathematical model
Priority support (live chat + email)
Volatility, recession, exit signal, and financial instrument movement alerts.
Customized reports, branded with your logo
Performance attribution reports.
Generation of pre-built investment proposals tailored to each risk profile.
Enterprise
What's included
Dedicated onboarding with the Palmarium team
Tool customization to your firm's identity and workflow
Report PDF customization with your own logo, colors and legal disclaimers
Dedicated account manager
Priority support SLA
Early access to new modules before general release
Monthly
Annually
PREMIUM
$224
50% OFF
$112
per user /month
billed annually
$1,344 / year
What's included
Unlimited portfolios creation and rebalancing.
Proprietary statistical & mathematical model
Priority support (live chat + email)
Volatility, recession, exit signal, and financial instrument movement alerts.
Customized reports, branded with your logo
Performance attribution reports.
Generation of pre-built investment proposals tailored to each risk profile.
Enterprise
What's included
Dedicated onboarding with the Palmarium team
Tool customization to your firm's identity and workflow
Report PDF customization with your own logo, colors and legal disclaimers
Dedicated account manager
Priority support SLA
Early access to new modules before general release
Monthly
Annually
PREMIUM
$224
50% OFF
$112
per user /month
billed annually
$1,344 / year
What's included
Unlimited portfolios creation and rebalancing.
Proprietary statistical & mathematical model
Priority support (live chat + email)
Volatility, recession, exit signal, and financial instrument movement alerts.
Customized reports, branded with your logo
Performance attribution reports.
Generation of pre-built investment proposals tailored to each risk profile.
Enterprise
What's included
Dedicated onboarding with the Palmarium team
Tool customization to your firm's identity and workflow
Report PDF customization with your own logo, colors and legal disclaimers
Dedicated account manager
Priority support SLA
Early access to new modules before general release
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?