Create a shareable link that you can market or give to clients for referrals. Each new survey taken is logged directly on your dashboard as a prospect, without you having to pay for leads, cold call, or other painful marketing tasks.
Connect with your clients on more than just money. Pomarium makes it easy to connect what is important to your clients with the value you bring to the table. The result is an exceptional client experience, even in down markets.
Portfolios are generated using individual holdings. With Pomarium there are fewer ETF and Mutual Fund fees. You can charge the same amount while reducing the net fee to clients, or increase your advisor fee with no net increase to the client.
Pomarium generates portfolios using fractional shares of individual stocks allows for increased accessibility and flexibility for all of your customers. We make it easy to provide massive value to all of your clients, not just a select few.
Customers become concerned with fees only in the absence of value. For decades, asset managers and brokerage platforms have struggled to create real value for their customers. With Pomarium, you can increase your profitability by providing real value that your customers are looking for: A values-driven portfolio, built exclusively for them, without having to sacrifice returns.
Our team has experience working with individual investors on a daily basis. Leaders across the data science, technology, and finance industries have come together to create an investment algorithm with your values at the center.
