PoMaTo is an end-to-end investment infrastructure platform connecting research, portfolio construction, optimisation, user-directed implementation, monitoring and reporting within one cloud-native environment.
The workflow is designed so that investment teams can move from analysis to implementation without repeatedly rebuilding the same portfolio across disconnected files and systems.
One workflow from research through reporting
Analyse multiple asset classes within one structured environment
Explainable analytics supporting investment decisions
Flexible portfolio construction designed for professional investment teams
Review and expressly authorise portfolio changes within one connected investment workflow
Communicate user-authorised instructions through your existing broker or execution process
Execution and custody remain with your existing broker or custodian
Reconcile portfolio records with your existing broker or custodian
One workflow from research through reporting
Analyse multiple asset classes within one structured environment
Explainable analytics supporting investment decisions
Flexible portfolio construction designed for professional investment teams
Support portfolio implementation and maintenance within one connected investment workflow
Connect with your existing broker while retaining your existing execution and custody relationships
PoMaTo does not exercise investment discretion over a user's brokerage account, does not hold client money and does not custody financial instruments. Users remain responsible for all investment decisions and transaction authorisations.
Institutional Power. Made Simple.
The End-to-End Portfolio Management Workflow Platform
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