An Investment That
An Investment That
Pays Back in Hours, Not Years.
Pays Back in Hours, Not Years.
Request a demo to explore how Palmarium can fit your workflow and learn about early access conditions.
Request a demo to explore how Palmarium can fit your workflow and learn about early access conditions.
Monthly
Annually
30% OFF
PREMIUM
$160
$112
per user /month
billed annually
$1,344 / year
Save $576 per user / year vs monthly
What's included
Unlimited portfolios created or rebalanced
Backtested performance with risk metrics
Equity screener: stocks, ETFs & mutual funds
Fixed income screener: bonds, ETFs & mutual funds
Actively manage your portfolio: alerts, drift monitoring & instrument switching
Client-ready PDF reports, branded with your logo
Priority support (live chat + email)
Proprietary statistical & mathematical model
Need something custom? · Talk to us about Enterprise
Monthly
Annually
30% OFF
PREMIUM
$160
$112
per user /month
billed annually
$1,344 / year
Save $576 per user / year vs monthly
What's included
Unlimited portfolios created or rebalanced
Backtested performance with risk metrics
Equity screener: stocks, ETFs & mutual funds
Fixed income screener: bonds, ETFs & mutual funds
Actively manage your portfolio: alerts, drift monitoring & instrument switching
Client-ready PDF reports, branded with your logo
Priority support (live chat + email)
Proprietary statistical & mathematical model
Need something custom? · Talk to us about Enterprise
Monthly
Annually
30% OFF
PREMIUM
$160
$112
per user /month
billed annually
$1,344 / year
Save $576 per user / year vs monthly
What's included
Unlimited portfolios created or rebalanced
Backtested performance with risk metrics
Equity screener: stocks, ETFs & mutual funds
Fixed income screener: bonds, ETFs & mutual funds
Actively manage your portfolio: alerts, drift monitoring & instrument switching
Client-ready PDF reports, branded with your logo
Priority support (live chat + email)
Proprietary statistical & mathematical model
Need something custom? · Talk to us about Enterprise
Early access Benefits
Why
Join Now?
Early adopters gain priority access, direct input on the roadmap, and the chance to shape the future of quantitative research.
Early access Benefits
Why
Join Now?
Early adopters gain priority access, direct input on the roadmap, and the chance to shape the future of quantitative research.
Early access Benefits
Why
Join Now?
Early adopters gain priority access, direct input on the roadmap, and the chance to shape the future of quantitative research.
Pilot access to Palmarium before general release.
Preferential conditions for early adopters.
Work directly with the product team.
Influence roadmap and features.
FAQs
Answers to common questions about the process, payment, and more
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.
What is Palmarium?
Palmarium is a financial copilot for advisors and investment teams. It combines proprietary mathematical models with explainable AI to build and rebalance portfolios, generate reports with backtests and risk metrics, and respond to client inquiries with speed and transparency.
Palmarium does not provide financial advice, recommendations, or investment advisory services. The platform is strictly aresearch and analytics tool designed for professional use, offering data-driven insights and portfolio optimization capabilities.
Who is behind Palmarium’s technology?
Palmarium’s platform is built by a team of PhDs in physics, finance experts, and software engineers, combining thousands of hours of quantitative research with cutting-edge AI. This scientific foundation ensures that every portfolio decision is backed by rigorous models, explainable rationales, and validated backtests.
How does Palmarium help financial advisors save time and cut costs?
Palmarium saves advisors time and resources by automating portfolio construction and rebalancing, streamlining research with mathematical models and AI, and generating explainable reports with backtests and risk metrics. This enables advisors to scale their practice and serve more clients without increasing operational costs or sacrificing transparency.
What does it mean to optimize portfolios in Palmarium?
In Palmarium, portfolio optimization focuses on two core workflows: creating a portfolio from scratch and rebalancing an existing one.
Create portfolios → Build allocations aligned with client constraints, preferences, and risk bands.
Rebalance portfolios → Upload your portfolio and rebalance dynamically to maintain risk targets, capture opportunities and adjust exposure in real time.
Both workflows are powered by Palmarium’s proprietary statistical and quantitative model, which evaluates thousands of signals and assets to deliver transparent, data-driven allocations.
Who is Palmarium designed for?
Palmarium is designed for two main segments of investment professionals and institutions:
1. Advisors and Investment Teams
Family Offices and Multi-Family Offices
Independent Financial Advisors (IFAs)
Wealth Managers and Asset Managers
Small Hedge Funds and Investment Teams
2. Enterprise Solutions
Banks and Private Banks
Digital Banks and Neobanks
Broker-Dealers
Financial Corporations and Institutional Investors
Our platform helps these organizations scale their research, optimize portfolios, and deliver transparent, data-driven investment decisions with explainable AI and proprietary quantitative models.
How does Palmarium ensure the security of my data?
Our infrastructure is hosted on Amazon Web Services (AWS), and we follow AWS’s security guidelines and industry best practices to protect data and services. This includes secure network architecture, encryption in transit and at rest, controlled access policies, and continuous monitoring.
We take security seriously at every stage of development and deployment.
FAQs
Answers to common questions about the process, payment, and more
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.
What is Palmarium?
Palmarium is a financial copilot for advisors and investment teams. It combines proprietary mathematical models with explainable AI to build and rebalance portfolios, generate reports with backtests and risk metrics, and respond to client inquiries with speed and transparency.
Palmarium does not provide financial advice, recommendations, or investment advisory services. The platform is strictly aresearch and analytics tool designed for professional use, offering data-driven insights and portfolio optimization capabilities.
Who is behind Palmarium’s technology?
Palmarium’s platform is built by a team of PhDs in physics, finance experts, and software engineers, combining thousands of hours of quantitative research with cutting-edge AI. This scientific foundation ensures that every portfolio decision is backed by rigorous models, explainable rationales, and validated backtests.
How does Palmarium help financial advisors save time and cut costs?
Palmarium saves advisors time and resources by automating portfolio construction and rebalancing, streamlining research with mathematical models and AI, and generating explainable reports with backtests and risk metrics. This enables advisors to scale their practice and serve more clients without increasing operational costs or sacrificing transparency.
What does it mean to optimize portfolios in Palmarium?
In Palmarium, portfolio optimization focuses on two core workflows: creating a portfolio from scratch and rebalancing an existing one.
Create portfolios → Build allocations aligned with client constraints, preferences, and risk bands.
Rebalance portfolios → Upload your portfolio and rebalance dynamically to maintain risk targets, capture opportunities and adjust exposure in real time.
Both workflows are powered by Palmarium’s proprietary statistical and quantitative model, which evaluates thousands of signals and assets to deliver transparent, data-driven allocations.
Who is Palmarium designed for?
Palmarium is designed for two main segments of investment professionals and institutions:
1. Advisors and Investment Teams
Family Offices and Multi-Family Offices
Independent Financial Advisors (IFAs)
Wealth Managers and Asset Managers
Small Hedge Funds and Investment Teams
2. Enterprise Solutions
Banks and Private Banks
Digital Banks and Neobanks
Broker-Dealers
Financial Corporations and Institutional Investors
Our platform helps these organizations scale their research, optimize portfolios, and deliver transparent, data-driven investment decisions with explainable AI and proprietary quantitative models.
How does Palmarium ensure the security of my data?
Our infrastructure is hosted on Amazon Web Services (AWS), and we follow AWS’s security guidelines and industry best practices to protect data and services. This includes secure network architecture, encryption in transit and at rest, controlled access policies, and continuous monitoring.
We take security seriously at every stage of development and deployment.
FAQs
Answers to common questions about the process, payment, and more
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.
What is Palmarium?
Palmarium is a financial copilot for advisors and investment teams. It combines proprietary mathematical models with explainable AI to build and rebalance portfolios, generate reports with backtests and risk metrics, and respond to client inquiries with speed and transparency.
Palmarium does not provide financial advice, recommendations, or investment advisory services. The platform is strictly aresearch and analytics tool designed for professional use, offering data-driven insights and portfolio optimization capabilities.
Who is behind Palmarium’s technology?
Palmarium’s platform is built by a team of PhDs in physics, finance experts, and software engineers, combining thousands of hours of quantitative research with cutting-edge AI. This scientific foundation ensures that every portfolio decision is backed by rigorous models, explainable rationales, and validated backtests.
How does Palmarium help financial advisors save time and cut costs?
Palmarium saves advisors time and resources by automating portfolio construction and rebalancing, streamlining research with mathematical models and AI, and generating explainable reports with backtests and risk metrics. This enables advisors to scale their practice and serve more clients without increasing operational costs or sacrificing transparency.
What does it mean to optimize portfolios in Palmarium?
In Palmarium, portfolio optimization focuses on two core workflows: creating a portfolio from scratch and rebalancing an existing one.
Create portfolios → Build allocations aligned with client constraints, preferences, and risk bands.
Rebalance portfolios → Upload your portfolio and rebalance dynamically to maintain risk targets, capture opportunities and adjust exposure in real time.
Both workflows are powered by Palmarium’s proprietary statistical and quantitative model, which evaluates thousands of signals and assets to deliver transparent, data-driven allocations.
Who is Palmarium designed for?
Palmarium is designed for two main segments of investment professionals and institutions:
1. Advisors and Investment Teams
Family Offices and Multi-Family Offices
Independent Financial Advisors (IFAs)
Wealth Managers and Asset Managers
Small Hedge Funds and Investment Teams
2. Enterprise Solutions
Banks and Private Banks
Digital Banks and Neobanks
Broker-Dealers
Financial Corporations and Institutional Investors
Our platform helps these organizations scale their research, optimize portfolios, and deliver transparent, data-driven investment decisions with explainable AI and proprietary quantitative models.
How does Palmarium ensure the security of my data?
Our infrastructure is hosted on Amazon Web Services (AWS), and we follow AWS’s security guidelines and industry best practices to protect data and services. This includes secure network architecture, encryption in transit and at rest, controlled access policies, and continuous monitoring.
We take security seriously at every stage of development and deployment.
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?