Private Banking

Get inspired by our selection of videos, guides and blogs on how to increase your value proposition and service high-net-worth clients.

VIDEO

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

Get ready for the investment market of the future

How to strengthen your private banking value proposition.

Video

PORTMAN Tax Reporting

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

Webinar on-demand

Private Banking

How to create more value for your Private Banking customers.

Blog

Get geared for growth

Be ready to handle more customers with increased profitability.

Video

Five benefits of using PORTMAN and COCKPIT

An investment management solution fitted for any need.

Product brochure

PORTMAN, the professional investment management solution

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

Video

An experienced partner

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

Video

35 years of experience developing effective investment management solutions

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

Video

ESG and sustainability within investment management

Four important aspects of ESG and sustainability.

Video

Experience the next step in client relationship management

Act faster and be more proactive with COCKPIT Advisor.

Video

Meet and exceed the growing demands of your clients

Enhance client experience with COCKPIT Client site.