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.

About Mercer

Mercer believes in building brighter futures by redefining the world of work, reshaping retirement and investment outcomes, and unlocking real health and well-being. Mercer’s approximately 25,000 employees are based in 43 countries and the firm operates in 130 countries. Mercer is a business of Marsh McLennan (NYSE: MMC), the world’s leading professional services firm in the areas of risk, strategy and people, with 76,000 colleagues and annual revenue of over $17 billion. Through its market-leading businesses including Marsh, Guy Carpenter and Oliver Wyman, Marsh McLennan helps clients navigate an increasingly dynamic and complex environment. For more information, visit www.mercer.no. Follow Mercer on LinkedIn.

About Vitec

Vitec is market leader for Vertical Market Software in the Nordic region. They develop and deliver standard niche software. Vitec grows through acquisitions of well-managed and well-established software companies. The Group's overall processes together with the employees' in-depth knowledge of the customer's local market enables continuous improvement and innovation. The 975 employees are based in Denmark, Finland, Norway and Sweden. Vitec is listed on Nasdaq Stockholm and had net sales of SEK 1,313 million in 2020. Find more at www.vitecsoftware.com.

About Mercer

Mercer believes in building brighter futures by redefining the world of work, reshaping retirement and investment outcomes, and unlocking real health and well-being. Mercer’s approximately 25,000 employees are based in 43 countries and the firm operates in 130 countries. Mercer is a business of Marsh McLennan (NYSE: MMC), the world’s leading professional services firm in the areas of risk, strategy and people, with 76,000 colleagues and annual revenue of over $17 billion. Through its market-leading businesses including Marsh, Guy Carpenter and Oliver Wyman, Marsh McLennan helps clients navigate an increasingly dynamic and complex environment. For more information, visit www.mercer.no. Follow Mercer on LinkedIn.

About Vitec

Vitec is market leader for Vertical Market Software in the Nordic region. They develop and deliver standard niche software. Vitec grows through acquisitions of well-managed and well-established software companies. The Group's overall processes together with the employees' in-depth knowledge of the customer's local market enables continuous improvement and innovation. The 975 employees are based in Denmark, Finland, Norway and Sweden. Vitec is listed on Nasdaq Stockholm and had net sales of SEK 1,313 million in 2020. Find more at www.vitecsoftware.com.

Need more information?

If you have any questions, or would like to know more, please contact Mikkel Rahbek Brunse, CEO, at +45 29997160 or send us an email.

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