Agent2Advisor
Agent2Advisor
From Infinite Data
From Infinite Data
to Instant Portfolios
to Instant Portfolios
Palmarium transforms endless market data into investment ideas, optimized portfolios, and client-ready explanations. Built by scientists, designed for financial professionals.
Palmarium transforms endless market data into investment ideas, optimized portfolios, and client-ready explanations. Built by scientists, designed for financial professionals.
A Clear 3-Step Workflow
A Clear 3-Step Workflow
01
Set Inputs
Define client goals, risk bands, or fixed holdings.
01
Set Inputs
Define client goals, risk bands, or fixed holdings.
01
Set Inputs
Define client goals, risk bands, or fixed holdings.
02
Generate Portfolios
Models analyze thousands of assets, apply constraints, and produce optimized allocations with risk/return expectations.
02
Generate Portfolios
Models analyze thousands of assets, apply constraints, and produce optimized allocations with risk/return expectations.
02
Generate Portfolios
Models analyze thousands of assets, apply constraints, and produce optimized allocations with risk/return expectations.
03
Explain & Share
Instantly deliver proposals with rationales, risk metrics, and compliance notes.
03
Explain & Share
Instantly deliver proposals with rationales, risk metrics, and compliance notes.
03
Explain & Share
Instantly deliver proposals with rationales, risk metrics, and compliance notes.
Every Idea Explained
Every Idea Explained
Every Idea Explained
Palmarium doesn’t give “black box” outputs. Every portfolio and every idea includes:
Palmarium doesn’t give “black box” outputs. Every portfolio and every idea includes:
Palmarium doesn’t give “black box” outputs. Every portfolio and every idea includes:
Why it was included (macro trend, fundamentals, predictive signals).
Why it was included (macro trend, fundamentals, predictive signals).
Why it was included (macro trend, fundamentals, predictive signals).
How it fits the client’s constraints.
How it fits the client’s constraints.
How it fits the client’s constraints.
What risks are attached (volatility, drawdowns, sector exposure).
What risks are attached (volatility, drawdowns, sector exposure).
What risks are attached (volatility, drawdowns, sector exposure).
This enables advisors and institutions to communicate clearly with clients, build trust, and differentiate themselves in competitive markets.
This enables advisors and institutions to communicate clearly with clients, build trust, and differentiate themselves in competitive markets.
This enables advisors and institutions to communicate clearly with clients, build trust, and differentiate themselves in competitive markets.
From Constraints to
From Constraints to
Optimized Portfolios
Optimized Portfolios
Step 1
Advisors set constraints
Advisors set constraints
Advisors set constraints
(e.g. 20% fixed income, keep Apple locked, change 2 positions).
(e.g. 20% fixed income, keep Apple locked, change 2 positions).
(e.g. 20% fixed income, keep Apple locked, change 2 positions).
(e.g. 20% fixed income, keep Apple locked, change 2 positions).
Step 2
Palmarium applies risk models, volatility measures, and diversification rules.
Palmarium applies risk models, volatility measures, and diversification rules.
Palmarium applies risk models, volatility measures, and diversification rules.
We’ve upgraded our client communication tools to streamline collaboration and improve project management efficiency.
We’ve upgraded our client communication tools to streamline collaboration and improve project management efficiency.
We’ve upgraded our client communication tools to streamline collaboration and improve project management efficiency.
We’ve upgraded our client communication tools to streamline collaboration and improve project management efficiency.
Step 3
Optimized portfolios are generated in minutes — editable on the spot.
Optimized portfolios are generated in minutes — editable on the spot.
Optimized portfolios are generated in minutes — editable on the spot.
We’ve implemented a new project management system to enhance workflow and increase productivity across teams.
We’ve implemented a new project management system to enhance workflow and increase productivity across teams.
We’ve implemented a new project management system to enhance workflow and increase productivity across teams.
We’ve implemented a new project management system to enhance workflow and increase productivity across teams.
Outcome
Faster proposals, broader coverage, consistent methodology across clients.
Faster proposals, broader coverage, consistent methodology across clients.
Built with
Compliance in Mind
Built with
Compliance in Mind
Built with
Compliance in Mind
Palmarium is designed for professional and institutional use only.
Palmarium is designed for professional and institutional use only.
Every report includes disclaimers
Every report includes disclaimers
Every report includes disclaimers
Every report includes disclaimers
Methodological transparency reduces compliance risk.
Methodological transparency reduces compliance risk.
Methodological transparency reduces compliance risk.
Methodological transparency reduces compliance risk.
Advisors remain in full control of final decisions.
Advisors remain in full control of final decisions.
Advisors remain in full control of final decisions.
Advisors remain in full control of final decisions.
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?