Upload Any Portfolio.
Rebalance It in Minutes.
Your client's portfolio is the starting point. Upload holdings and let the quant engine recommend what to keep, what to remove, and what to add, with a rationale for every switch.
How It Works
From Input to
From Input to
Client-Ready in
Client-Ready in
Client-Ready in
5 steps
5 steps
Step 1 — Upload
Upload Your Client's Holdings → Import the current portfolio. Palmarium reads tickers, weights, quantities and market values. No manual entry needed.
Step 1 — Upload
Upload Your Client's Holdings → Import the current portfolio. Palmarium reads tickers, weights, quantities and market values. No manual entry needed.
Step 2 — Constraints
Set Rebalancing Constraints → Define what to change:relocate positions, add or remove capital, adjust fixed income vs equity split, lock positions you want to keep & adjust sector limits.
Step 2 — Constraints
Set Rebalancing Constraints → Define what to change:relocate positions, add or remove capital, adjust fixed income vs equity split, lock positions you want to keep & adjust sector limits.
Step 3 — Optimize
Run the Optimizer → The quant engine evaluates the current portfolio against 10,000+ balance sheets and 8,000+ signals. It identifies instruments to remove, recommends replacements ranked by alpha forecast and risk profile, and recalculates optimal weights — all under your constraints.
Step 3 — Optimize
Run the Optimizer → The quant engine evaluates the current portfolio against 10,000+ balance sheets and 8,000+ signals. It identifies instruments to remove, recommends replacements ranked by alpha forecast and risk profile, and recalculates optimal weights — all under your constraints.
Step 4 — Review
Review the Switch Recommendations → Palmarium shows a clear pre/post comparison: instruments flagged for removal, recommended replacements, sector exposure changes, updated risk metrics and a new allocation map. Edit any position before finalizing.
Step 4 — Review
Review the Switch Recommendations → Palmarium shows a clear pre/post comparison: instruments flagged for removal, recommended replacements, sector exposure changes, updated risk metrics and a new allocation map. Edit any position before finalizing.
Step 5 — Export
Generate Proposal & Export → Deliver a branded PDF report or export an XLSX for broker execution. Every switch is documented with risk metrics, rationale and compliance disclaimers. Ready for your client.
Step 5 — Export
Generate Proposal & Export → Deliver a branded PDF report or export an XLSX for broker execution. Every switch is documented with risk metrics, rationale and compliance disclaimers. Ready for your client.
Differentiators
Not just rebalancing.
Not just rebalancing.
Intelligent switching.
Intelligent switching.
Every recommendation comes with a reason. Every removal has an exit rationale. Every addition has a thesis.
Switch Recommendations with Rationale
When the engine recommends to remove an instrument, it tells you why (deteriorating alpha, increased risk, sector overweight). When it adds a replacement, it explains the case (stronger fundamentals, better risk-adjusted return, improved diversification).
Switch Recommendations with Rationale
When the engine recommends to remove an instrument, it tells you why (deteriorating alpha, increased risk, sector overweight). When it adds a replacement, it explains the case (stronger fundamentals, better risk-adjusted return, improved diversification).
Sector exposure vs benchmark
See exactly how your client's portfolio is positioned relative to the most relevant benchmarks, overweight, underweight, or neutral by sector, before and after rebalancing.
Sector exposure vs benchmark
See exactly how your client's portfolio is positioned relative to the most relevant benchmarks, overweight, underweight, or neutral by sector, before and after rebalancing.
Ongoing Monitoring & Alerts
If an instrument drops out of Palmarium's ranking between cycles, you receive an alert with a recommended switch.
Ongoing Monitoring & Alerts
If an instrument drops out of Palmarium's ranking between cycles, you receive an alert with a recommended switch.
Who
uses it
Advisors managing active client books
Update 10+ portfolios per week without rebuilding from scratch.
Family offices with mixed mandates
Different risk profiles, same methodology. Rebalance conservative, moderate and aggressive portfolios under one house view.
Institutions with compliance requirements
Every rebalance is documented with audit trail, exit/entry rationale and risk metrics.
Who
uses it
Advisors managing active client books
Update 10+ portfolios per week without rebuilding from scratch.
Family offices with mixed mandates
Different risk profiles, same methodology. Rebalance conservative, moderate and aggressive portfolios under one house view.
Institutions with compliance requirements
Every rebalance is documented with audit trail, exit/entry rationale and risk metrics.
Who
uses it
Advisors managing active client books
Update 10+ portfolios per week without rebuilding from scratch.
Family offices with mixed mandates
Different risk profiles, same methodology. Rebalance conservative, moderate and aggressive portfolios under one house view.
Institutions with compliance requirements
Every rebalance is documented with audit trail, exit/entry rationale and risk metrics.
See rebalancing in action
See rebalancing in action
Upload a sample portfolio and watch Palmarium generate a rebalanced proposal with full rationale.
FAQs
Answers to common questions
Answers to common questions
Palmarium is for professional and institutional use only. It does not provide investment advice to end clients and is not a fund. Past performance is not indicative of future results. Backtests are illustrative and subject to methodological limitations.
Can I lock specific positions during rebalancing?
Yes. You can lock any position so it stays unchanged. The optimizer works around locked holdings, adjusting everything else to meet your constraints.
Can I lock specific positions during rebalancing?
Yes. You can lock any position so it stays unchanged. The optimizer works around locked holdings, adjusting everything else to meet your constraints.
What happens if I only want to change 15-20% of the portfolio?
Set a maximum turnover percentage. Palmarium will optimize within that limit — recommending the highest-impact switches without exceeding your threshold.
What happens if I only want to change 15-20% of the portfolio?
Set a maximum turnover percentage. Palmarium will optimize within that limit — recommending the highest-impact switches without exceeding your threshold.
Does Palmarium show me why it recommends removing an instrument?
Yes. Every instrument flagged for removal includes an exit rationale — whether it's declining alpha, increased volatility, sector overexposure or a rating downgrade signal from the bond model.
Does Palmarium show me why it recommends removing an instrument?
Yes. Every instrument flagged for removal includes an exit rationale — whether it's declining alpha, increased volatility, sector overexposure or a rating downgrade signal from the bond model.
Can I rebalance across multiple clients at once?
Today rebalancing is per-portfolio. Batch rebalancing across multiple client accounts is on the roadmap for institutional users.
Can I rebalance across multiple clients at once?
Today rebalancing is per-portfolio. Batch rebalancing across multiple client accounts is on the roadmap for institutional users.
How does bond rebalancing work?
The bond engine uses a proprietary credit rating model that predicts probability of rating upgrades. During rebalancing, it recommends replacing bonds with deteriorating signals and shows updated coupon flow, duration and yield to maturity.
How does bond rebalancing work?
The bond engine uses a proprietary credit rating model that predicts probability of rating upgrades. During rebalancing, it recommends replacing bonds with deteriorating signals and shows updated coupon flow, duration and yield to maturity.