Build and rebalance
portfolios in minutes.
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
10-minute client-ready proposals
Automated research, risk and constraints
Automated research, risk and constraints
Portfolios with clear, transparent reasoning
Portfolios with clear, transparent reasoning
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
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 10,000+ balance sheets, 8,000+ signals and real-time news, generating thousands of portfolio configurations and selecting the strongest risk-adjusted option.
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
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 10,000+ balance sheets, 8,000+ signals and real-time news, generating thousands of portfolio configurations and selecting the strongest risk-adjusted option.
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.
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 10,000+ balance sheets, 8,000+ signals and real-time news, generating thousands of portfolio configurations and selecting the strongest risk-adjusted option.
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.
"Palmarium reduced our proposal time dramatically. We now prepare cases with more depth and less manual work."
"Working with Daniel felt like more than hiring a designer—it was like finding a creative partner who truly got our vision"
"Working with Daniel felt like more than hiring a designer—it was like finding a creative partner who truly got our vision"
"Working with Daniel felt like more than hiring a designer—it was like finding a creative partner who truly got our vision"
Sophie Allen
Sophie Allen
Sophie Allen
Financial Advisor
Founder of 99d Agency
Founder of 99d Agency
Founder of 99d Agency
"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"
"Working with Daniel felt like more than hiring a designer—it was like finding a creative partner who truly got our vision"
"Working with Daniel felt like more than hiring a designer—it was like finding a creative partner who truly got our vision"
Sophie Allen
Sophie Allen
Sophie Allen
CIO, Family Office
Founder of 99d Agency
Founder of 99d Agency
Founder of 99d Agency
"The AI explanations help clients understand the portfolio in a way we couldn't deliver before."
"Working with Daniel felt like more than hiring a designer—it was like finding a creative partner who truly got our vision"
"Working with Daniel felt like more than hiring a designer—it was like finding a creative partner who truly got our vision"
"Working with Daniel felt like more than hiring a designer—it was like finding a creative partner who truly got our vision"
Ethan Hayes
Sophie Allen
Sophie Allen
Sophie Allen
Portfolio Manager
Founder of 99d Agency
Founder of 99d Agency
Founder of 99d Agency
Talk to an Expert
Talk to an Expert
Talk to an Expert
Our team will walk you through how Palmarium builds and rebalance portfolios using a real client case.
Our team will walk you through how Palmarium builds and rebalance portfolios using a real client case.
Faster proposals. Clearer decisions. Stronger portfolios.
Faster proposals. Clearer decisions. Stronger portfolios.
Faster proposals. Clearer decisions. Stronger portfolios.