Product brochure

PORTMAN, professional and efficient asset management for Family Offices

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.
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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 that can be tailored to your specific needs.

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 key stakeholders easy access to the same overview on various platforms – making reporting easy.

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.

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
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Want to know more about our investment management solution?

With our flexible and effective investment management solution, you can integrate workflow tools and get an overview of consolidated data.

This way, you can boost productivity, reduce operational risk, and increase your risk-adjusted return as much as possible.

Let’s continue the conversation

We appreciate any feedback on our content, so please don’t hesitate to reach out if you have any remarks, questions or are curious about learning more about our solutions.