What impact will PORTMAN and COCKPIT have on your workflows as a Private Banking advisor?

This is without doubt one of the most important questions for us to answer.

PORTMAN is a module-based solution that can support your business front-to-back in an easy and secure way. 

COCKPIT is a user-friendly, flexible and efficient online dashboard for Private Banking advisors and customers, which provides a good and easy overview, and the opportunity to drill down and look through data, as well as produce tailored reports.

The implementation and use of these solutions: 

• provides an online overview of positions, exposure and yields
• reduces operational risks and frees up time for value-adding work
• helps to go from manual processes to automation of daily routines
• creates value and improves your customers’ experience
• provides a comprehensive overview of portfolios and customers