Mercer Wealth chooses PORTMAN: Investment, Data and Analytics is growing in importance
One of the Nordic region's leading software houses within advanced capital market solutions, Vitec Aloc A/S, is once again expanding its customer base in Norway. This time with Mercer Wealth, which offers investment advice, risk management and reporting solutions.
After a thorough search of the market for investment reporting solutions, Mercer has chosen Vitec Aloc as their partner and has begun onboarding clients to the new tool.
“We see an increased need for more reliable and transparent data to help investors in making informed decisions and when reporting to stakeholders and regulatory bodies. We are excited to have chosen Vitec Aloc as our partner to deliver a digital solution. The tool offers real-time data and analytics together with an efficient user experience, which empowers our clients to stay ahead. Clients will now have access to a full look-through (as an additional service), covering overall performance, ESG data and fund selection” says Annabell Siem Mathiesen, CEO of Mercer in Norway.
The investment management platform, PORTMAN, is scalable and built of modules, which means that the technical platform is geared to meet any future requirements that Mercer will have to serve their clients’ needs.
New client portal enhances digital experience
In addition to comprehensive and detailed customer reporting that meets Mercer's requirements for e.g. performance attribution, investment returns and ESG – Mercer’s clients will now have an intuitive and flexible online experience with PORTMAN’s COCKPIT tool.
Vitec Aloc is looking forward to a long-term collaboration with Mercer and has already started implementing the new solution. With the new collaboration with Mercer, Vitec Aloc is expanding PORTMAN's presence in Norway, which strengthens the ambition of an increased presence throughout the Nordic region.
"We are really pleased to welcome Mercer as a partner and look forward to a long-term and close collaboration and not least to following their ambitious journey. Our collaboration with Mercer clearly shows that PORTMAN meets the requirements of Nordic investors and asset managers” says Mikkel Rahbek Brunse, CEO of Vitec Aloc.