PoMaTo was created to bring connected, institutional-style portfolio management workflows to a wider range of investment professionals.
The platform combines research, investment intelligence, portfolio construction, optimisation, implementation, monitoring and reporting in one cloud-native environment.
PoMaTo was shaped by professionals with extensive experience in institutional investment management, quantitative portfolio construction and investment operating models.
That experience informed a platform designed around the way investment teams actually work.
PoMaTo brings institutional portfolio management capabilities into one transparent and accessible workflow for asset managers, wealth managers, family offices, professional investors and sophisticated investors.
Designed around the way investment teams actually work - not around a collection of disconnected software features.
Institutional Power. Made Simple.
The End-to-End Portfolio Management Workflow Platform