Access step-by-step videos and documentation covering the PoMaTo portfolio management workflow.
Learn how to use research and investment intelligence, define investment universes and portfolio constraints, construct and optimise portfolios, review implementation outputs, perform configured pre-trade checks, authorise user-directed transaction instructions where broker connectivity is enabled, monitor portfolios, reconcile supported brokerage data and produce reports.
Broker-connected functionality remains user-directed. PoMaTo does not exercise discretionary authority over connected brokerage accounts and does not hold client money or custody client assets.
The videos complement the downloadable PoMaTo User Guide.
Institutional Power. Made Simple.
The End-to-End Portfolio Management Workflow Platform.
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