Expand your reach
Reduce your risk.
Built by scientists and powered by agentic AI, Palmarium analyzes thousands of assets, generates optimized portfolios in minutes, and delivers auditable, compliance-ready reports.
How It Works
How It Works
How It Works
How It Works
From Input to
From Input to
From Input to
Client-Ready in
Client-Ready in
Client-Ready in
3 steps
3 steps
Our Agent2Advisor subscription simplifies the advisor workflow:
Our Agent2Advisor subscription simplifies the advisor workflow:
Our Agent2Advisor subscription simplifies the advisor workflow:
1. Set Inputs
Define client goals, risk bands, or fixed holdings. (Pain: tailoring portfolios takes too long)
2. Generate Portfolios
Models analyze thousands of assets, apply constraints, and produce optimized allocations with risk/return expectations.
3. Explain & Share
Instantly deliver proposals with rationales, risk metrics, and compliance notes.
Every step is transparent
Inputs set by advisors, models optimized with explainable rules, and outputs always include rationales and risk metrics.
Rebalance
Rebalance
Rebalance
Existing Portfolios
Existing Portfolios
Existing Portfolios
Palmarium allows you to import or select an existing portfolio and rebalance it using the same quant engine behind portfolio creation.
Define new constraints, adjust exposure, select asset classes and exclude sectors — the system recalculates optimal weights in seconds, preserving transparency and traceability across iterations.
Palmarium allows you to import or select an existing portfolio and rebalance it using the same quant engine behind portfolio creation.
Define new constraints, adjust exposure, select asset classes and exclude sectors — the system recalculates optimal weights in seconds, preserving transparency and traceability across iterations.
Palmarium allows you to import or select an existing portfolio and rebalance it using the same quant engine behind portfolio creation.
Define new constraints, adjust exposure, select asset classes and exclude sectors — the system recalculates optimal weights in seconds, preserving transparency and traceability across iterations.
Everything in One View
Everything in One View
Fewer inputs. Sharper outputs
Fewer inputs. Sharper outputs
Palmarium brings research and portfolio generation into a single dashboard:
Palmarium brings research and portfolio generation into a single dashboard:
Portfolio Builder
Portfolio Builder
Portfolio Builder
Create or rebalance portfolios in minutes.
Create or rebalance portfolios in minutes.
Idea Generator
Idea Generator
Idea Generator
Expand coverage beyond your team and uncover new opportunities.
Expand coverage beyond your team and uncover new opportunities.
Client Reports
Client Reports
Client Reports
Auto-generate proposals with transparent rationales and built-in disclaimers.
Auto-generate proposals with transparent rationales and built-in disclaimers.
Palmarium AI Roadmap
Palmarium AI Roadmap
2020 - 2030
2020 - 2030
Phase
Period
Focus
Highlights
V0 — Quant Research Foundation
V0 — Quant Research Foundation
2020–2021
2020–2021
R&D and data acquisition
R&D and data acquisition
Built 4TB proprietary dataset (10,000+ companies, 30 years), initial quant signals library
Built 4TB proprietary dataset (10,000+ companies, 30 years), initial quant signals library
V1 — Rigorous Backtests
V1 — Rigorous Backtests
2022
2022
Strategy validation
Strategy validation
First strategies outperform S&P 500, robust Sharpe ratio, volatility control framework
First strategies outperform S&P 500, robust Sharpe ratio, volatility control framework
V2 — Engine Development & Alpha Factory
V2 — Engine Development & Alpha Factory
2023
2023
Engine architecture
Engine architecture
Built Palmarium Engine; launched AI Alpha Model Factory for equity optimization
Built Palmarium Engine; launched AI Alpha Model Factory for equity optimization
V3 — Risk & Signal Expansion
V3 — Risk & Signal Expansion
2024
2024
Model diversification
Model diversification
Launched AI Risk Model, Fixed Income Sector Model, and Volatility Signal Integration
Launched AI Risk Model, Fixed Income Sector Model, and Volatility Signal Integration
V4 — Market Deployment & Explainable AI
V4 — Market Deployment & Explainable AI
2024–2025
2024–2025
Live performance & explainability
Live performance & explainability
Algorithm goes live (outperforms S&P); July 2024: integrated LLM for rational explanations (“AI Agentic Integration”)
Algorithm goes live (outperforms S&P); July 2024: integrated LLM for rational explanations (“AI Agentic Integration”)
V5 — Institutional-Grade Recommendations
V5 — Institutional-Grade Recommendations
2025
2025
Macro & positioning models
Macro & positioning models
Industry-level recommendation engine; macro positioning model Q2 2025
Industry-level recommendation engine; macro positioning model Q2 2025
V6 — Multi-Asset Expansion
V6 — Multi-Asset Expansion
2026 Q1
2026 Q1
Tax, derivatives & alt-assets
Tax, derivatives & alt-assets
Tax-harvesting model, integration of commodities, futures, crypto, and options
Tax-harvesting model, integration of commodities, futures, crypto, and options
V7 — Institutional & Custodian Ecosystem
V7 — Institutional & Custodian Ecosystem
2026 Q2
2026 Q2
Institutional scaling
Institutional scaling
A2A API infrastructure, custodian integrations, enterprise dashboards for wealth management firms
A2A API infrastructure, custodian integrations, enterprise dashboards for wealth management firms
V8 — Global AI Portfolio Network
V8 — Global AI Portfolio Network
2027–2028
2027–2028
Collaborative AI layer
Multi-agent collaboration between funds, federated learning of market patterns, real-time adaptive signals
Multi-agent collaboration between funds, federated learning of market patterns, real-time adaptive signals
V9 — Palmarium OS for Finance
V9 — Palmarium OS for Finance
2029–2030
2029–2030
Platform evolution
Platform evolution
Transition from SaaS to an open “Financial OS”: modular architecture, 3rd-party plugins, decentralized research marketplace
Transition from SaaS to an open “Financial OS”: modular architecture, 3rd-party plugins, decentralized research marketplace
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?