The market-compliant investment management platform, PORTMAN, from Danish Vitec Aloc is increasingly becoming the preferred choice among growing asset managers looking for further scalability and wider business support. Most recently, the independent Danish asset management company StockRate has chosen the flexible standard solution.
Operational security, a better and deeper investment overview, and a more professional and sophisticated reporting were essential parameters for StockRate when choosing a new investment management solution.
“We are facing a significant development in our client and growth journey and want to strengthen our reporting and improve the customer experience for both new and existing customers. And it was absolutely essential for us that with the new solution, we can manage our own investment solutions, as the majority of our core business lies here, and we can do this with PORTMAN,” explains Kristian Kjer, Managing Director of StockRate.
For StockRate, who provide asset management within areas such as global equities, fixed incomes, property and alternative investments, and who highly prioritise sustainable investment, the new solution means there has been a significant boost to their value proposition to their clients, especially in reporting. With PORTMAN, it is possible to prepare yield reports that review individual client portfolios and provide a detailed overview of the client’s investments and development of the individual exposure. In addition, StockRate’s advisors get an intuitive and easily accessible tool via PORTMAN’s associated online dashboard, COCKPIT Advisor, giving them a complete overview of the clients’ securities, yields, composition, risks and transactions. A dashboard that paves the way for deeper and better advice, while increasing the everyday efficiency of advisors’ work.
In order to ensure the best possible service and customer experience, StockRate expects to be able to offer the online dashboard to their clients using the COCKPIT Client Site from mid-2023, making it easy and simple for clients to see and follow their investments anywhere and at any time.
The standard solution from Vitec Aloc is a modular system, making it possible for end-clients to purchase new modules as the business expands and new requirements arise. The flexibility and scalability were important when StockRate were choosing their future set-up.
“It was also important for us to find a solution that is flexible and scalable in relation to where we are as a business – not only now, but also in the future,” Kristian Kjer continues.
At Vitec Aloc, the arrival of yet another asset management company with high ambitions demonstrates the continuous work to further professionalise the PORTMAN platform – with a particular focus on quality and strengthening the value proposition to clients – has been the right path.
“We are proud to welcome StockRate to PORTMAN and look forward to a long and close collaboration. Over the past few years, we have seen an increasing influx of asset management companies, including Mercer Norway and the pension fund Oslo Pensjonsforsikring, who have all joined us as part of an ambitious growth journey. Common to them all has bee the desire to equip their advisors with a better and deeper investment overview, and to make the investment overview easily accessible for their clients,” says Mikkel Rahbek Brunse, CEO of Vitec Aloc.
StockRate provides independent and personalised asset management for equities, fixed incomes, property and alternative investments, and helps private companies and foundations to invest in free funds, pension funds and company funds. Their vision of being a responsible and respectable asset managers gives them a strong profile withing sustainability, where they have ESG and UN Sustainable Development Goals as guiding principles for their investments. Read more about StockRate at www.stockrate.dk.
Vitec is a market leader of Vertical Software. The company was founded and has its headquarters in Umeå, Sweden, and our products are developed for specific needs within different industries. The expertise of our employees, combined with our common business and company models, enables continuous improvement and innovation. We grow through the success of our business units and via acquisitions. Everything that we do is done with a long-term perspective. Because you can count on us – today and tomorrow. Vitec has 1,300 employees, is listed on Nasdaq Stockholm, and had net sales of SEK 1,571 million in 2021. Read more at www.vitecsoftware.com/en.
StockRate provides independent and personalised asset management for equities, fixed incomes, property and alternative investments, and helps private companies and foundations to invest in free funds, pension funds and company funds. Their vision of being a responsible and respectable asset managers gives them a strong profile withing sustainability, where they have ESG and UN Sustainable Development Goals as guiding principles for their investments. Read more about StockRate at www.stockrate.dk.
Vitec is a market leader of Vertical Software. The company was founded and has its headquarters in Umeå, Sweden, and our products are developed for specific needs within different industries. The expertise of our employees, combined with our common business and company models, enables continuous improvement and innovation. We grow through the success of our business units and via acquisitions. Everything that we do is done with a long-term perspective. Because you can count on us – today and tomorrow. Vitec has 1,300 employees, is listed on Nasdaq Stockholm, and had net sales of SEK 1,571 million in 2021. Read more at www.vitecsoftware.com/en.
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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