Investment management solutions for any need
Five benefits of using PORTMAN and COCKPIT
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
Curious about PORTMAN and COCKPIT?
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