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Multi-custody wealth
Positions, performance, risk, and reporting with one performance truth — global and multi-currency.
AI-first · Human-led
Peace of Mind for those who steward client wealth.
The PoM platform is AI-first: intelligent agents and orchestration, global multi-custody consolidation, and Digital Concierge — while the trusted advisor keeps the relationship and decides.
Regulated. Fee-aligned. Built as a global company.
Licenses and regulatory foundations
CVMANBIMASUSEPBACENSEC RIAIATA
PoM = Peace of Mind
Trusted advisors at peace with operations.
Peace of Mind is not empty branding: it is the platform that absorbs consolidation, compliance, services, and intelligence — so you focus on the client.
- Consolidated reports across the full wealth picture, onshore and offshore
- Digital Concierge with the client’s financial and personal life in one place
- AI and agents that accelerate analysis; humans stay in command of decisions
- Backoffice, fees, and regulatory rails without parallel spreadsheets
What the PoM platform does.
One platform with everything included — intelligence, data, and operations for the firm.
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Digital Concierge
Planning, FX, travel, health, insurance, documents, real estate, and legal — client life centralized.
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PoM AI
Contextual chat, domain agents, and intelligent orchestration over the client’s relevant data.
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Firm backoffice
Management fee, regulators, cash, registrations, KPIs, and day-to-day firm operations.
Investments
Rich data for better decisions — global multi-custody.
Risk and compliance analytics, detailed performance, positions, and statements in one workspace: onshore, offshore, and consolidated, across currencies.
Risk and compliance
Concentration, liquidity, FX, VaR/CVaR, stress, and IPS monitoring at book and client level.
Performance and attribution
TWR, benchmarks, flows, and class attribution — one methodology for UI and PDF.
Positions and statements
Holdings by custodian, class, and liquidity — onshore, offshore, and consolidated views.
Executive reporting
Meeting-ready snapshots: wealth, composition, liquidity, and bridge — client-ready.
Global multi-custody
Consolidate institutions and sleeves without parallel spreadsheets — one wealth truth.
Multi-currency
BRL, USD, and consolidated views with FX context for efficient analysis.
Analytical view
Allocation evolution by class
Portfolio mix over time.
Distribution by custodian
Multi-custody book across anonymized institutions.
Return × volatility
Asset classes on the risk-return plane.
Performance attribution by class
Relative contribution to period return.
Wealth bridge
Start → flows → return → end.
Cumulative performance lamina
Onshore, offshore, FX and consolidated USD — period returns.
| YTD | 6M | 12M | Accum. | |
|---|---|---|---|---|
| Onshore BRL (%) | +4.2% | +7.1% | +12.4% | +18.6% |
| Offshore USD (%) | +3.1% | +5.8% | +9.2% | +14.1% |
| FX USD/BRL (%) | +1.2% | +2.0% | +3.5% | +5.1% |
| Consolidated USD (%) | +3.8% | +6.4% | +10.8% | +16.2% |
Digital Concierge
The client’s full financial life — centralized and intelligent.
Beyond invested wealth: Digital Concierge brings the important data of the client’s life onto the same platform — best of AI, best of people.
Wealth Planning
IPS, net worth, cash flow, and scenarios for the household balance sheet.
FX
Quotes, conversion, and an FX ops desk for the firm.
Travel
Digital travel desk: flights, hotels, budgets, and tracking.
Private Health
Health vault: labs, vaccines, and trends for client follow-up.
Insurance
Policy book, coverages, premiums, and renewals in one place.
Documents
Document and KYC vault with expiry alerts and central organization.
Real Estate
Properties, documents, and reference values in the wealth context.
Private Legal
Governance, tax calendar, and accounting (balance sheet / P&L).
PoM AI
AI-first: chat, agents, and orchestration in one workspace.
Conversational intelligence on the selected client, domain agents, and orchestration that connects wealth, concierge, and ops data — fast, easy, with the trusted advisor in command.
Best of AI. Best of people.
Contextual chat
Ask about wealth, performance, risk, and the consolidated view — answers grounded in client data.
Domain agents
Copilots for wealth, concierge, and operations with the relevant context for each area.
Intelligent orchestration
The platform connects signals, alerts, and workflows to accelerate analysis and follow-up.
Automatic alerts
Signals on concentration, liquidity, expiries, and opportunities — without dropping the thread.
Deep management, light UX
Analytical depth with a conversational experience — faster decisions, less friction.
Human in command
AI-first, human-led: AI proposes; the trusted advisor decides.
Operations
Full backoffice: regulators, fees, cash, and KPIs.
The PoM platform runs firm operations — so your team focuses on relationships and decisions.
Management fee
Calculation, reconciliation, and billing flows aligned to fee-based economics.
Regulators
ANBIMA rails and regulatory routines in the daily workflow.
Cash management
Operational cash view across banks and collections.
Registrations and access
Clients, custody accounts, users, and permissions (RBAC).
Report delivery
PDF generation and delivery of client highlights.
Tax and accounting
Tax calendar and financial statements in Private Legal.
Business KPIs
Firm dashboard, book analytics, and operating indicators.
Data refresh
Pipelines and uploads to keep the base live and auditable.
You keep the client. We supply the stack.
B2B2C by design: your trusted advisor owns the relationship; PoM provides infrastructure, AI, and services underneath.
What stays yours
- Client relationship and trust
- Your brand in front of the client
- Advisory judgment and final calls
- Your firm’s economics
What PoM delivers
- AI-first platform with agents and orchestration
- Multi-custody consolidation and Digital Concierge
- Regulatory rails, fees, and backoffice
- Operational Peace of Mind for the advisor
Why firms choose PoM
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Neutral by design
Fee-aligned, without pushing product for commission. Advice serves the client.
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One truth. One platform.
Wealth, financial life, and operations in the same system — no silos.
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AI-first. Human-led.
Agents and chat accelerate; the trusted advisor decides with clarity.
Frequently asked questions
Who is the PoM platform for?
Asset managers, CVM consultancies, advisory firms, and offices that already own the client relationship and need AI-first infrastructure — not another generic B2C app.
Does the end client stop being mine?
No. B2B2C: you keep the commercial and advisory relationship; PoM supplies the platform, agents, and operational rails.
What is in Digital Concierge?
Planning, FX, travel, health, insurance, documents, real estate, and private legal — on top of investment wealth.
How does PoM AI work?
Contextual chat on the client, domain agents, and intelligent orchestration — always with the trusted advisor in command.
Does PoM operate only in Brazil?
No. We are a global company. The platform is designed for multi-custody and multi-currency beyond a single market.
How do I talk to sales?
Use the form on this page. We reply to schedule a conversation about fit with your firm.
Let’s talk
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