Increase client satisfaction with efficient client management
PORTMAN for Private Banking gives you a flexible and scalable solution for servicing high-net-worth individuals as well as ordinary wealthy clients.
Increase the value proposition for your clients
The PORTMAN investment management solution effectively supports the most critical business operations and equips your Private Banking advisors with a complete and detailed overview based on valid data that enables them to provide the best advice while ensuring the best possible investment returns for clients. And with PORTMAN, you don’t have to worry about how to securely and efficiently service many clients at once and using a single solution. PORTMAN easily handles more than 100,000 portfolios to a very high level of client satisfaction, which can easily be scaled up further.
Compliance is your license to operate
The financial sector is constantly evolving and, more than ever before, Private Banking advisors need to be able to advise in an environment characterised by tighter regulations, changing market conditions and increased client demands. PORTMAN always takes the latest legislative requirements into account, for example to ensure that you obtain the right help to be MiFID II-compliant.