Curo Capital
16 Years of Partnership. Put to the Test, Chosen Again
Curo Capital has partnered with Vitec Aloc since the independent asset manager was founded 16 years ago and has relied on the PORTMAN investment management software from day one.
Even so, last year the firm decided to put its existing solution out to competitive tender and conduct a thorough review of the market before ultimately reinvesting in PORTMAN.
"PORTMAN is our investment management software and the engine behind a significant part of our client reporting. It's a business-critical system for us, which is exactly why the evaluation process was so comprehensive. When a system plays such an important role in our business, we need to be absolutely certain we've made the right choice." says Christian Vinther CFO & partner at Curo Capital.
A Constantly Changing Market
The investment management software market is continuously evolving. New Danish providers have entered the market with modern, user-friendly solutions, and innovation is moving quickly.
For an asset manager like Curo Capital, where business needs continue to evolve, the question was not simply whether a system was easy to use today. It was whether it had the depth and capabilities to support the business for many years to come.
That made a thorough market review the logical next step.
"It wasn't driven by dissatisfaction. We simply wanted to explore what our options were and whether there was a smarter or easier way of doing things." says Christian Vinther.
Leaving No Stone Unturned
Curo Capital wanted to ensure it remained competitive, so the team evaluated several vendors and spoke with industry peers using the different platforms.
The assessment extended far beyond functionality alone.
"It was a comprehensive process where we reviewed every aspect. Not just the technology itself, but also the strength of the ownership behind the company and its long-term vision. We take a long-term approach in everything we do. If we were going to replace our investment management software, we needed to take the same long-term perspective when evaluating every part of the decision." says Christian Vinther
Confidence That the Calculations Are Correct
Many of the newer platforms are technologically impressive, but some are still in the early stages of their journey.
For Curo Capital, confidence in both the vendor and the platform was strengthened by choosing a provider with a proven track record and long-term stability.
We knew that when we put data into PORTMAN, we could trust the output. Financial calculations aren't something you can simply build an engine for overnight.Christian Vinther, CFO & partner at Curo Capital
Support You Can Rely On
Reliable service has been another defining feature of the partnership.
"Whenever we've encountered an IT issue with the system, support has always been there and quick to respond. That's something we've consistently experienced with Vitec over the years. We've seen it firsthand." says Christian Vinther
A Partner, Not a Vendor
The solution also needed to fit the way Curo Capital runs its own business.
"It aligns very well with the way we operate. We also provide a full-service offering to our own clients. Vitec isn't just a vendor. They're a partner. When both parties work with the same mindset, it creates synergies that genuinely add value." says Christian Vinther
Having a partner that actively understands our business and how it's evolving creates greater value for both parties. We're working toward the same goals, and that's a major advantage.Christian Vinther, CFO & partner at Curo Capital
A Clear Direction for the Future
It was equally important that Vitec Aloc could demonstrate a compelling roadmap.
Curo Capital is now moving to PORTMAN Cloud, Vitec Aloc's Nordic cloud platform hosted in Sweden. Unlike the major global cloud providers, the solution is purpose-built for the Nordic financial market.
The transition provides a modern platform with simpler updates, continuous enhancements, and a volume-based licensing model that gives customers access to the full suite of functionality rather than purchasing individual modules separately.
"The entire dialogue has been excellent because they've had so many initiatives in the pipeline. It's exciting to see that they're continuously investing in developing the platform. They have ambitious plans and have been very open about where they're heading." says Christian Vinther
More Time to Create Value
The new solution is expected to free up valuable time through increased automation.
"Right now, we're extremely busy supporting our existing clients. This gives us more capacity to develop new reporting models and analytical services instead of focusing solely on day-to-day operations." says Christian Vinther
Above All, a Strong Partnership
Looking back, Curo Capital has no doubts.
The introduction of PORTMAN Cloud and the new volume-based commercial model became important developments during the evaluation process and ultimately made the decision an easy one.
"Now that we've come through the process, we're genuinely pleased that we made those decisions."
For Christian Vinther, it ultimately comes down to one thing:
Partnership is the key word. It's about solving challenges together, and Vitec has consistently shown a strong willingness to do exactly that.Christian Vinther, CFO & partner at Curo Capital
About Curo Capital
Curo Capital is an independent, partner-owned asset management firm based in Vedbæk, Denmark. The firm advises and manages assets for families, foundations, and institutional investors, and for the past 16 years has relied on PORTMAN as the core platform for investment management and client reporting.
Need more information?
If you have any questions, or would like to know more, please contact Chief Sales Officer, Mikkel Severin Lyngbye, at +45 29997141 or send us an email.
Contact us