PORTMAN

An easy to use and flexible investment management solution for Family Offices

With PORTMAN, you get a complete solution for professional and efficient asset management for Family Offices.

Several key players in the Nordic region use our Family Office solution, which embraces all prevalent asset classes.

Professional and efficient asset management

Download our product brochure and see how our investment management solution can help you improve performance, reduce operational risks and make tailored and detailed reports.
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Solution for risk management, performance measurement, compliance and regulatory reporting

At Vitec Aloc, we have more than 35 years of experience developing investment management solutions. Our background in the financial sector means that we know about the innovations and new requirements necessary when working in the investment world.

Based upon this experience, we have developed a flexible, proven and reliable module-based solution that can be adapted to your specific needs and support business processes front-to-back easily and securely.

PORTMAN for Family Office offers:

  • improved and streamlined workflows to free up more time to generate yields and advise your board.
  • investment managers an intuitive and clear overview of your strategies, securities, yields, compositions, transactions etc.
  • the option to provide your board easy access to the same overview on various platforms – making reporting easy.
Case: The Lundbeck foundation

Partnership based on mutual trust

The Lundbeck Foundation is one of Denmark’s most prominent foundations with more than DKK 65 billion value – and since 2005, they have been using PORTMAN for investment management. 

Even though several investment management solutions have more functionalities than PORTMAN, Lundbeck is very pleased with their solution. 

Søren Christiansen, VP Finance, argues: “The functionalities of the alternative products are not of such importance that they can outweigh the advantages of PORTMAN. Furthermore, what many of the IT companies that offer big complex solutions have in common is that they themselves are big actors, and therefore, you risk being overlooked or forgotten“.

Investment Controller Lotte Halse agrees and adds: “I think it is important to stress that we really appreciate that Vitec Aloc is not a business where employees come and go – we work together with the same people over many years.”

With PORTMAN, we provide a complete solution for professional and efficient
asset management for Family Offices

Reporting and performance
Compliance
Asset allocation
Risk management
ESG
Other processes

PORTMAN, professional and efficient asset management for Family Offices

Do you have access to timely, accurate and complete data on various positions and exposures?

Managing the assets of a Family Office is an influential position, and the road to success is paved with experience, skills, trust, and not least a solid foundation for making the right investment decisions. We know that the needs and expectations of an investment management solution’s functionalities differ from Family Office to Family Office. Luckily, we have a solution tailored to your specific needs.

Download our product brochure and see how our investment management solution can help you improve performance, increase your risk-adjusted return and make tailored and detailed reports.

Big enough to trust, small enough to care

Nordic partner with roots in the financial sector

Curious about our Family Office solution?

Fill out the form below if you want a non-binding introduction of how to improve your setup for the future and stay on top with PORTMAN.

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