PoMaTo is neither a robo-advisor nor a single-purpose portfolio optimiser.
It is a user-directed, end-to-end portfolio management workflow platform that connects research, investment intelligence, portfolio construction, optimisation, implementation, monitoring and reporting
Supports the portfolio management workflow from research to reporting.
The user defines the investment universe, objectives, parameters and constraints and retains control of all investment decisions.
PoMaTo does not provide regulated investment advice, discretionary investment management, trade execution or custody
Typically provide a regulated investment service in which portfolio recommendations or management decisions are made on behalf of the client, subject to the provider’s service model and regulatory permissions.
Primarily focus on generating portfolio allocations or target weights.
They may not connect optimisation outputs with the wider processes required for portfolio implementation, maintenance, monitoring and reporting.
Provide individual capabilities such as research, optimisation, risk analysis, portfolio monitoring or reporting in separate systems.
This can require investment teams to transfer data and reconcile outputs between multiple tools.
PoMaTo brings these activities together within one connected, cloud-native portfolio management workflow while allowing users to retain their existing brokers, custodians and investment decision-making processes.
Institutional Power. Made Simple.
The End-to-End Portfolio Management Workflow Platform
Institutional Power. Made Simple.
Because your portfolio deserves more than guesswork.