Download PoMaTo user guides and supporting documentation.
Platform documentation explains how to use PoMaTo's analytical, portfolio-construction, optimisation, implementation, monitoring and reporting functionality.
Where broker connectivity is described, documentation must state that users retain investment decision-making authority, transaction instructions require user authorisation, and execution/custody are provided by the connected broker.
Legal and regulatory information in a user guide should always be read together with the current Terms of Service, Privacy Policy and Regulatory Information available on the PoMaTo website.
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