Solution introduction
Generate unique portfolios with the click of a button
Co-create portfolios that reflect your firm’s unique investment philosophy and your clients’ individual values
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 with the click of a button
Navigate with a client or prospect to create a tailored portfolio on demand. Review how their values and your firm’s investment philosophy combine to build a robust portfolio just for them.
Easily turn recommendations into managed accounts
Pomarium calculates the portfolio at the account level, making it easy to turn a personalized portfolio into a live, managed account for each client account, at any risk level and any size.
