The new standard for

The new standard for

creating and rebalancing portfolios in minutes

creating and rebalancing portfolios in minutes

Talk to an Expert

Talk to an Expert

Talk to an Expert

1. Real personalization

You define your client’s objectives, constraints, and risk preferences — whether starting from a new case or an existing portfolio.

Palmarium takes that input as the exact mandate it must build toward.

You define your client’s objectives, constraints, and risk preferences — whether starting from a new case or an existing portfolio.

Palmarium takes that input as the exact mandate it must build toward.

You define your client’s objectives, constraints, and risk preferences — whether starting from a new case or an existing portfolio.

Palmarium takes that input as the exact mandate it must build toward.

You define your client’s objectives, constraints, and risk preferences — whether starting from a new case or an existing portfolio.

Palmarium takes that input as the exact mandate it must build toward.

2. Quantitative analysis and portfolio generation

It processes 10,000+ balance sheets, 8,000 market signals, and real-time news to generate thousands of configurations and select the one with the strongest risk-adjusted profile for that client.

3. An optimized and explainable portfolio

3. An optimized and explainable portfolio

3. An optimized and explainable portfolio

You receive a proposal ready to present, with the reasoning behind every position clearly explained.


And you can deepen any part of the portfolio with our AI Copilot, which analyzes and explains decisions like a senior investment analyst.

How efficient is your

How efficient is your

current portfolio in

current portfolio in

terms of risk and return?

terms of risk and return?

An expert walks you through a real review using Palmarium and shows whether a stronger configuration exists under your objectives.

An expert walks you through a real review using Palmarium and shows whether a stronger configuration exists under your objectives.

Talk to an Expert

Talk to an Expert

Talk to an Expert

Talk to an Expert

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.

Start Your Free Trial

Start Your Free Trial

We'll contact you to coordinate the session.

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