Your institutional investment strategy,
inside every proposal.
Palmarium applies your firm's house view automatically to every portfolio your team builds.
What you configure
Risk profiles
Predefined portfolios: conservative, moderate and aggressive.
Instrument universe
Funds, ETFs, bonds, UCITs, alternatives and stocks selected by your firm.
Constraints
Weight by sector and duration. The engine applies them automatically.
Alpha and your own view
Your research and market view, combined with the mathematical models.
Active proposal tracking
Which clients hold which instruments. When a list changes, you know who to notify.
Rebalance in minutes
The system tells you what to swap and for what, based on the updated list.
Benefits
Create and rebalance portfolios in under 10 minutes.
An all-in-one platform that applies the institutional house view and tailors every proposal to the client's profile, goals and constraints.
From House View
to proposal, in 3 steps
Step 1
Load your house view
Risk profiles, approved instrument universe, constraints and curve positioning. Once, in one place.
Step 2
The team builds in minutes
Every proposal applies the house view automatically. Enter the investment amount and choose one of three modes based on the advisor's profile.
Risk Profile
Choose Conservative, Moderate, or Aggressive. One click. Proposal generated.
Guided Portfolio Construction
Define the client's investment mandate. The engine builds the asset allocation.
By Assets
Select from the predefined investment universe. Review the allocation, sector exposure, and risk profile.
Step 3
Generate your proposal
Commercial proposal with the firm's logo, backtest and a full portfolio overview.
The Output
Every proposal
generates two documents
Advisor Report
Allocation · Portfolio overview · Risk metrics · Backtest vs benchmark. Walk into the meeting with everything you need.
Client Proposal
Firm-branded PDF · Sector allocation · Fixed income and equity analysis · Backtest. The client understands what they hold and why.
Who
It's for?
Asset Management Teams
Scale without losing control. Configure the investment framework once, monitor consistency across proposals, and maximize the time spent delivering client solutions.
Financial Advisors
True autonomy within the firm's investment framework. Build proposals without relying on internal teams for every recommendation.
The Firm
Every client receives a proposal that reflects the firm's investment policy, while empowering advisors to maximize their time and focus on client relationships.
Results
faster proposal build time
from days to minutes in the response to the advisor
consistency across proposals to the end client
