Improve your performance and prepare customised and detailed reports
With PORTMAN forming the backbone of professional and effective support for your business processes, you get an investment management solution that helps you improve your performance, increase your risk-adjusted return and produce tailored reports. At the same time, you equip your investment managers with an intuitive and easy overview of, among other things, your strategies, securities, returns, asset composition and transactions. In other words, an overview of consolidated data that helps to reduce operational risks and investment complexity and increase your productivity.
We customise the solution to your Family Office
Managing the assets of a Family Office is an influential position that requires experience, competencies, trust and, not least, a solid foundation for making the right investment decisions. And we know from experience that what is needed and expected from an investment management solution varies from Family Office to Family Office. On the basis of our standard solution, which supports all widely used asset classes – including a dedicated module for managing alternative investments – we tailor the solution to meet your specific needs such as risk management, performance measurement, compliance and regulatory reporting.