Palmarium is a financial copilot for advisors and investment teams. It combines proprietary mathematical models with explainable AI to build and rebalance portfolios, generate reports with backtests and risk metrics, and respond to client inquiries with speed and transparency.

Who is Palmarium designed for?

Palmarium is designed for Family Offices, Independent Financial Advisors (IFAs), Wealth Managers, Asset Managers, Banks, Private Banks, Digital Banks, Neobanks, and Broker-Dealers.

How does Palmarium help financial advisors save time?

Palmarium saves advisors time by automating portfolio construction and rebalancing, streamlining research with mathematical models and AI, and generating explainable reports with backtests and risk metrics. Advisors can create client-ready proposals in 6 minutes on average.

Build and rebalance

portfolios in minutes.

Palmarium combines quantitative models with integrated AI to help advisors and family offices create, adjust and explain portfolios with clarity and speed.

10-minute client-ready proposals

Analysis of 10,000+ company financial statements

Analysis of 8,000+ market signals

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What improves

with Palmarium

Time-to-Proposal

From hours to minutes

Operational Efficiency

More portfolios handled per advisor

Stronger Risk-Adjusted Returns

Portfolios designed to deliver more return for each unit of risk taken

Talk to an Expert

How Palmarium analyzes and

builds a portfolio

Book a Demo

1. Inputs

Set the objectives, constraints and risk preferences — whether you’re building from scratch or rebalancing an existing portfolio.

2. Deep Analysis & Best-Fit Portfolio

Palmarium processes 10000+ balance sheets, 8000+ signals and real-time news to make each decision.

3. Ready-to-Deliver Portfolio + AI Guidance

You receive a complete portfolio with the rationale behind every position, and you can ask our AI Agent to explain any decision in depth.

How Palmarium analyzes and

builds a portfolio

Talk to an Expert

Step 1 — Inputs

Set the objectives, constraints and risk preferences — whether you’re building from scratch or rebalancing an existing portfolio.

Step 2 — Portfolio Optimization Engine

Palmarium processes 10000+ balance sheets, 8000+ signals and real-time news to make each decision.

Step 3 — Client-Ready Portfolio + AI

You receive a complete portfolio with the rationale behind every position, and you can ask our AI Agent to explain any decision in depth.

How Palmarium analyzes and

builds a portfolio

Book a Demo

1. Inputs

Set the objectives, constraints and risk preferences — whether you’re building from scratch or rebalancing an existing portfolio.

2. Deep Analysis & Best-Fit Portfolio

Palmarium processes 10000+ balance sheets, 8000+ signals and real-time news to make each decision.

3. Ready-to-Deliver Portfolio + AI Guidance

You receive a complete portfolio with the rationale behind every position, and you can ask our AI Agent to explain any decision in depth.

Testimonial

Schedule a demo

"Palmarium reduced our proposal time dramatically. We now prepare cases with more depth and less manual work."

Financial Advisor

"We finally maintain consistency across portfolios. The reasoning behind each decision is clear and repeatable."

"Working with Daniel felt like more than hiring a designer—it was like finding a creative partner who truly got our vision"

CIO, Family Office

"The AI explanations help clients understand the portfolio in a way we couldn't deliver before."

Portfolio Manager

Talk to an Expert

Our team will walk you through how Palmarium builds and rebalance portfolios using a real client case.

Faster proposals. Clearer decisions. Stronger portfolios.

Book a Demo

Faster proposals. Clearer decisions. Stronger portfolios.

Book a Demo

Faster proposals. Clearer decisions. Stronger portfolios.

Book a Demo

Build and rebalance

portfolios in minutes.

portfolios in minutes.

What improves

with Palmarium

Time-to-Proposal

Operational Efficiency

Stronger Risk-Adjusted Returns

How Palmarium analyzes and

builds a portfolio

How Palmarium analyzes and

builds a portfolio

How Palmarium analyzes and

builds a portfolio

Testimonial

Testimonial

Talk to an Expert

Talk to an Expert

Talk to an Expert

Faster proposals. Clearer decisions. Stronger portfolios.

Faster proposals. Clearer decisions. Stronger portfolios.

Faster proposals. Clearer decisions. Stronger portfolios.

From chaos to clarity, in the palm of your hand.

From chaos to clarity, in the palm of your hand.

From chaos to clarity, in the palm of your hand.

From chaos to clarity, in the palm of your hand.