The Connected Investment Workflow
PoMaTo connects research, portfolio construction, optimisation, implementation, monitoring and reporting within one cloud-native investment infrastructure platform, enabling investment teams to work from one workflow and one consistent dataset.
Where PoMaTo Fits
One consistent data set • One transparent workflow • One source of truth
PoMaTo is not a broker, custodian, discretionary investment manager or investment adviser.
PoMaTo provides software, computational tools and workflow infrastructure. Users retain sole authority for their investment decisions and remain responsible for determining whether to implement any portfolio output.
PoMaTo does not hold client money or custody assets. Brokerage accounts remain with the user's independently selected broker. Where broker connectivity is enabled, user-authorised instructions are communicated through third-party connectivity infrastructure to the connected broker.
Investment Intelligence
Structured Data into Investment Intelligence
PoMaTo transforms structured market, financial-statement and portfolio data into analytical outputs that support professional investment workflows.
Quantitative methodologies, including the Hybrid Relative Value Framework, transform defined market, financial and portfolio inputs into analytical outputs for use within a user-controlled investment workflow.
Users determine how and whether, analytical outputs are used within their investment process.
The Investment Technology Landscape
Where PoMaTo Fits
Institutional capability without institutional complexity.
Most investment software solves one part of the investment process.
PoMaTo connects portfolio construction, optimisation, investment operations, monitoring and reporting within one integrated workflow.