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Experience Palmarium
Experience Palmarium
Experience Palmarium
AI-powered
portfolio construction
AI-powered
portfolio construction
AI-powered
portfolio construction
Palmarium takes your client’s objectives, constraints and risk preferences and builds a portfolio aligned to that mandate.
It analyzes 10,000+ balance sheets, 8,000 market signals and real-time news to evaluate exposures and generate thousands of configurations.
Palmarium selects the strongest risk-adjusted portfolio and delivers a proposal with allocations, risk contributions and the reasoning behind every position.
You can explore any decision with our AI Copilot, trained to explain portfolios in depth.
Palmarium takes your client’s objectives, constraints and risk preferences and builds a portfolio aligned to that mandate.
It analyzes 10,000+ balance sheets, 8,000 market signals and real-time news to evaluate exposures and generate thousands of configurations.
Palmarium selects the strongest risk-adjusted portfolio and delivers a proposal with allocations, risk contributions and the reasoning behind every position.
You can explore any decision with our AI Copilot, trained to explain portfolios in depth.
With Palmarium you get:
With Palmarium you get:
Portfolios built and rebalanced in minutes
Portfolios built and rebalanced in minutes
Less manual research, higher advisor capacity
Less manual research, higher advisor capacity
Better risk-adjusted outcomes
Better risk-adjusted outcomes
Clear explanations for every allocation
Clear explanations for every allocation
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.
STARTER PACK
$58
per user /month (billed annually)
$144
60% OFF for Early Adopters
Up to 3 portfolios created or rebalanced
Proprietary statistical & mathematical model
Priority support (live chat + email)
Backtested performance with risk metrics
Custom-branded portfolios
14-day free trial
Bonus for early adopters: Unlimited optimizations for the first 60 days
MOST POPULAR
PREMIUM
$644
per user /month (billed annually)
$256
60% OFF for Early Adopters
Up to 10 portfolios created or rebalanced
Proprietary statistical & mathematical model
Priority support (live chat + email)
Backtested performance with risk metrics
Chat with financial agent (LLM-powered)
Alerts (volatility, recession, exit signals)
Custom-branded portfolios
14-day free trial
Bonus for early adopters: Unlimited optimizations for the first 60 days
ENTERPRISE
Let's Talk
Customizable portfolios, optimization, support & reports
Flexible pricing via Premiere Partnership Agreements (PPA)
Tailored extra features for organizations
STARTER PACK
$58
per user /month (billed annually)
$144
60% OFF for Early Adopters
Up to 3 portfolios created or rebalanced
Proprietary statistical & mathematical model
Priority support (live chat + email)
Backtested performance with risk metrics
Custom-branded portfolios
14-day free trial
Bonus for early adopters: Unlimited optimizations for the first 60 days
MOST POPULAR
PREMIUM
$644
per user /month (billed annually)
$256
60% OFF for Early Adopters
Up to 10 portfolios created or rebalanced
Proprietary statistical & mathematical model
Priority support (live chat + email)
Backtested performance with risk metrics
Chat with financial agent (LLM-powered)
Alerts (volatility, recession, exit signals)
Custom-branded portfolios
14-day free trial
Bonus for early adopters: Unlimited optimizations for the first 60 days
ENTERPRISE
Let's Talk
Customizable portfolios, optimization, support & reports
Flexible pricing via Premiere Partnership Agreements (PPA)
Tailored extra features for organizations
STARTER PACK
$58
per user /month (billed annually)
$144
60% OFF for Early Adopters
Up to 3 portfolios created or rebalanced
Proprietary statistical & mathematical model
Priority support (live chat + email)
Backtested performance with risk metrics
Custom-branded portfolios
14-day free trial
Bonus for early adopters: Unlimited optimizations for the first 60 days
MOST POPULAR
PREMIUM
$644
per user /month (billed annually)
$256
60% OFF for Early Adopters
Up to 10 portfolios created or rebalanced
Proprietary statistical & mathematical model
Priority support (live chat + email)
Backtested performance with risk metrics
Chat with financial agent (LLM-powered)
Alerts (volatility, recession, exit signals)
Custom-branded portfolios
14-day free trial
Bonus for early adopters: Unlimited optimizations for the first 60 days
ENTERPRISE
Let's Talk
Customizable portfolios, optimization, support & reports
Flexible pricing via Premiere Partnership Agreements (PPA)
Tailored extra features for organizations
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
"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
“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
“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?