Business introduction
Pomarium transforms investment strategies into personalized stock portfolios, instantly
Release untapped value for all of your clients through lower costs and a more personalized investing experience
We’re on a mission to bring personalized investing to everyone. Period
A better world starts when everyone can invest in companies they believe in. Pomarium makes this easy without sacrificing investment quality.
Investing should be something your clients take pride in. Through personalization, they gain buy-in and stay committed for the long haul.
It shouldn't take days. Advisors should be able to easily deliver robust portfolios tailored to each client's unique values with the click of a button.
Everyone deserves to invest with sophistication and personalization, not just the wealthiest with the largest accounts.
Pomarium Solutions
Pomarium
Input your firm's investment philosophy Include your investment style preferences, asset allocations for various risk profiles, and specify your favorite mutual funds or ETFs. Gather client and prospect data on values and goals Use your unique, shareable link to invite clients, prospects, and referrals to easily share their values and goals. Generate unique portfolios......
