Asset Management

Gather inspiration for better Asset Management in our selection of blogs, guides and webinars and gain insights into how to strengthen your workflows and reduce your operational risks.


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Let’s enhance your company’s competitiveness

We use our more than 35 years of industry knowledge to provide you with an effective investment management solution meeting your needs today and in the future.

Guide

The asset manager’s guide

How to create extra value of the assets you manage.

Webinar on-demand

Customer reporting

Customer reporting as a competitive parameter.

Blog

Get geared for growth

How to prepare for handling more customers with increased profitability.

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PORTMAN for Asset Management

A modular and subscription-based investment management solution.

Product brochure

PORTMAN, the professional investment management solution

A module-based investment management solution tailored to your specific needs and requirements.

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An experienced partner

We are big enough to trust, but small enough to care.

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35 years of experience developing effective investment management solutions

Product development is the core of our business and who we are.

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ESG and sustainability within investment management

Four important aspects of ESG and sustainability.

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Experience the next step in client relationship management

Act faster and be more proactive with COCKPIT Advisor.

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Meet and exceed the growing demands of your clients

Enhance client experience with COCKPIT Client site.

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PORTMAN Tax Reporting

Optimise your clients’ tax payments with our investment management solution.