PORTMAN for Asset Management covers front-to-back

Solutions for risk management, accounting, performance measurement and customer and regulatory reporting

PORTMAN for Asset Management gives you a scalable and flexible investment management solution that covers front-to-back.

With PORTMAN as the backbone of an efficient and reliable support solution for your business operations, you reduce operational risks while automating and strengthening your workflows. At the same time, you give your client advisors an intuitive and comprehensive overview of the client’s securities, returns, composition, risks and transactions based on validated and accurate data. This not only forms the basis for better and more in-depth advice, it also frees up time for more value-creating work that really shifts your business.

Create extra value for your clients
Meet the growing needs of clients and create extra value with tailored reports and online access to simple and easy-to-manage portfolio overviews – anytime, anywhere.

PORTMAN covers all the usual business disciplines for Asset Management in one integrated solution.

PORTMAN for Asset Management

This is why you need to choose PORTMAN as the backbone of an efficient and reliable support of your business operations front-to-back.

PORTMAN is a very flexible system. Regarding client relations, we achieve a much more agile solution with Vitec Aloc compared to many of the big international systems, which seem to be more inflexible

John Lind, COO of Accunia

To employees having a business meeting about a upcoming asset management solution

We are big enough to trust, but small enough to care

As one of the leading providers of investment management solutions in the Nordic region, we do what we can to make sure that you don’t just choose a solution. You are choosing a long-term partner who effectively implements solutions and ensures satisfied clients, as our collaboration builds on good communication, mutual trust and a belief that there must also be a cultural match.

When you work with us, you get:

A Nordic partner

With more than 35 years of experience in fintech and a broad market understanding

A subscription-based model

You only pay for the modules you need

Dialogue at eye level

Based on openness, communication and mutual trust

A state-of-the-art solution

Cost-effective, flexible and user-friendly

Exceptional client service

Dedicated client and project team, daily support, sparring and annual business review

Professional network

With like-minded people in the financial sector

We are really happy with this collaboration. Vitec Aloc is proactive, and they know us as a bank, they know their products and, finally, they know what is trending in the financial sector. We have an open and straightforward dialogue based on mutual trust, and we always feel that we are listened to

Esben Bøgeholdt Kæmpegaard, Head of Wealth Products at Handelsbanken