Vitec Aloc
Your provider of scalable flexible leading powerful investment management standard solutions for the capital market
In close collaboration with our clients, we deliver investment management solutions for:
Asset Management
Reduce operational risks and get an intuitive and comprehensive overview of your customers’ investments.
Private Banking
Manage many clients at once and increase satisfaction with effective client management.
Family Office
Improve your performance and prepare for tailored and detailed reports.
PORTMAN
Optimise your business with a scalable standard solution.
Automate your daily workflows, integrate STP towards trading platforms, custodian banks, data providers and ERP systems, and get a simple and unified online overview of positions, asset distribution, return and risk etc.
Our PORTMAN investment management solution efficiently and reliably supports your business processes front-to-back in one integrated standard solution.
Choose the modules that offer value to your business
We want to make life easy for our clients. Therefore, we offer PORTMAN as an Asset Under Management-based solution, giving you access to all current modules and an unlimited number of users. This means you don’t have to worry about selecting or deselecting functionality – everything is available to you from the start. It provides maximum flexibility and ensures that your solution can easily be adapted as your business or the market changes – without added complexity.
COCKPIT
The online dashboard for a comprehensive and simple investment overview.
COCKPIT is the online dashboard for our investment management solution, PORTMAN. In addition to a clear and easy overview, COCKPIT also allows for drill down and look through as well as tailored reports and interface to match your company’s corporate identity in terms of visual style, colours, fonts and logo.
Choose the COCKPIT Advisor dashboard for a complete and detailed overview for your managers, specialists and investment advisors, and the COCKPIT Client site for an online and clear investment overview for your clients.
COCKPIT Client site
The COCKPIT Client site is your clients’ online access to a detailed overview of their investments with the possibility of drill down and full look through. Using the COCKPIT Client site, clients can easily and simply – anywhere and anytime across devices – view their investments, track developments over time and get detailed yield reporting. The dashboard also allows clients to generate tailored reports containing only the information they need.
