Pomarium

Based on the intensity of US politics, people have strong personal values. It is great that people have personal values and strong convictions! ???? Do you incorporate your clients' personal convictions into their investment portfolios? ?? I understand—it can be really challenging to invest in alignment with your values without feeling like you're sacrificing investment quality and returns. BUT IT IS POSSIBLE. ? Pomarium makes it easy (and scalable) for investment advisors to provide each of their clients with an investment portfolio that performs well ?? and aligns with their personal values ??. The investment industry has often encouraged clients to overlook their personal values because personalizing portfolios was difficult—until now. With Pomarium, it's simple to tailor investments to individual values without compromising performance. ??? Advisors, check out www.getpomarium.com

When a new advisor signs up with Pomarium we provide them with a welcome kit. What's in it? instructions on getting started, a bio of everyone that will help support you, a gift card, a hat, and a handwritten note. Why? We care about the success of all of our advisors. We want Pomarium to empower their revenue growth, to allow them to offer a differentiated service, and to improve their customer satisfaction and experience. Because we are a custodian agnostic tech tool that is a low fixed monthly fee for advisors, we have seen advisors get really creative about using Pomarium all across the industry. One Altruist advisor is using it to allow clients to "stop paying large fund companies and pay their advisor instead". This has resulted in a 566% ROI on buying Pomarium in the first two months! A BNY Pershing is using Pomarium as the most robust, personalized screening tool. An advisor at Betterment Advisor Solutions is using it to market and create lead gen with their unique firm link provided by Pomarium. A Raymond James advisor is using it as a premier offering to retain his top clients.

When a new advisor signs up with Pomarium we provide them with a welcome kit. What's in it? instructions on getting started, a bio of everyone that will help support you, a gift card, a hat, and a handwritten note. Why? We care about the success of all of our advisors. We want Pomarium to empower their revenue growth, to allow them to offer a differentiated service, and to improve their customer satisfaction and experience. Because we are a custodian agnostic tech tool that is a low fixed monthly fee for advisors, we have seen advisors get really creative about using Pomarium all across the industry. One Altruist advisor is using it to allow clients to "stop paying large fund companies and pay their advisor instead". This has resulted in a 566% ROI on buying Pomarium in the first two months! A BNY Pershing is using Pomarium as the most robust, personalized screening tool. An advisor at Betterment Advisor Solutions is using it to market and create lead gen with their unique firm link provided by Pomarium. A Raymond James advisor is using it as a premier offering to retain his top clients.

Come check us out at XYPN LIVE 2024. - via #Whova event app

We built Pomarium as advisors, and we built it for advisors. This is Pomarium: 1) is extremely easy to use 2) helps advisors engage their clients with a UI that clients enjoy 3) has no minimums 4) does not siphon away advisors AUM fees 5) allows advisors to retain control of their offering 6) supports advisors in figuring out their processes and marketing 7) has an extremely simple signup and onboarding process. Here is one of the use cases we have been seeing for advisors using Pomarium: USE CASE #1:?Advisors are using Pomarium to increase their revenue. Pomarium replicates an advisor's existing US large and mid cap funds, without the expense ratios. Advisors are able to position Pomarium to the clients as a transfer of the fees from the fund companies to the advisor. To date, 90% of clients that are given this option have emphatically agreed to it because they would rather pay the advisor whom they trust and who is doing the majority of the work for them, anyways. We have advisors from Raymond James, Betterment, Altruist, Fidelity for Wealth Managers, Charles Schwab, Orion, Envestnet, Inc all using Pomarium. Send us a message to go through a walkthrough - or even to sign up for a free 30 day trial using TRIAL30 at https://lnkd.in/gd75v2P4 - it takes 30 seconds!

We’re excited to introduce Altruist's new fixed income trading center—built to simplify fixed income portfolio management for RIAs. With real-time bond pricing, advanced filtering across US Treasuries, Corporates, and more, plus a seamless click-to-trade feature, you can trade bonds directly within our platform. Save time and minimize costs with smart-order routing, all designed to keep your focus on what matters—your clients. Discover how our solution helps RIAs trade smarter and faster: https://lnkd.in/guTpy5SK?

Pomarium at Future Proof : 35 meetings with firms - 30 booked demos Why? By using Pomarium advisors INCREASE their fee revenue and DECREASE clients costs. Why? Pomarium makes it EASY for advisors to modernize their investments by personalizing without getting rid of their investment philosophy Why? Advisors dont want to lose customization and control while paying an AUM fee to sub-advisors when they can use Pomarium for a fixed fee. Pomarium coupled with systems like Altruist, Betterment Advisor Solutions, Amplify, Apex Fintech Solutions, etc. is completely revolutionizing investment management and more relevant, personalized experiences for clients.