Clients talking about their private banking investments

Private Banking

The solution for managing Private Banking and asset managers professionally and efficiently

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. Changes in legislation are handled in collaboration with customers.

Strengthen your Private Banking value proposition

Online access to investments means everything in a fast-moving digital world – for both you and your clients. Today, clients expect quick and not least easy access to their investments and returns, as well as detailed reports with just the information they need. With PORTMAN, you can create unique reports for them, just as they – using the accompanying online dashboard COCKPIT – can easily get a comprehensive and simple investment overview with the possibility of drill-down and full look-through – anywhere, anytime.

Service Delivery Manager at Vitec Aloc, Gitte Rasmussen, gives insight into how COCKPIT can help private banking advisors meet growing client demands

COCKPIT for Private Banking

This is why you need to choose PORTMAN and our online dashboard COCKPIT if you want to strengthen your Private Banking value proposition.

Vitec Aloc’s business strength lies in the fact that they know the sector as well as they do. Not necessarily detailed knowledge down to the individual bank business, but an overview of what is happening in the sector now, and in many cases also in future
Sophie Hansen, First Vice President of Tax Services and Customer Reporting, Private Banking Elite clients at Danske Bank

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’re very happy with the collaboration. Vitec Aloc is proactive, they know how we as a bank operate, they know their own products, and they know what is happening at the moment in the financial sector. Yes, I can definitely say that we’re happy to be working with them
Esben Bøgeholdt Kæmpegaard, Head of Handelsbanken Danmark’s asset products

Meet your customers' expectations

Click play and learn more about how you can meet and exceed your customers' expectations with PORTMAN for Private Banking. 

Contact us

If you would like to hear more about our solutions for Private Banking, please write to us or give us a call.

Contact us