Optimise your investment strategy, risk management and financial reporting
PORTMAN for Pension & Insurance gives you a professional and scalable investment management solution that covers the most widely used instruments ranging from equities and fixed incomes to repos, derivatives and the flexible management of alternative investments.
Make investment decisions based on valid and accurate data
New asset classes, complex investment strategies, increasing regulation and growing volumes of data are just some of the challenges that investment managers face today and which are placing demands on the quality of the data which is changing hands.
PORTMAN gives you a secure and effective support for the most critical business processes, reduces operational risks and equips, among other things, your investment managers with a comprehensive and detailed overview based on complete and precise data. An overview where, of course, there is the possibility of screening down to the lowest level, so that they always know their true exposure and are allocated the time they need for core tasks.
Customise your solution with PORTMAN API
Using PORTMAN API, you enjoy maximum flexibility and the freedom to create the solution that best suits your needs and business. PORTMAN API enables you to extract computed data on demand from PORTMAN for further processing or closer analysis, for example in your data warehouse or in well-known tools such as Excel, Power BI etc. It gives you a unique opportunity to tailor your reporting or create specific dashboards that render visible your investment and risk overview — all online or with a one-click update.