PORTMAN
Easier management of Alternative Investments
Alternative investments are the fastest-growing asset class.
However, alternative investments can be a challenging asset class in a Family Office since they require a lot of manual handling making the day-to-day operations more difficult.
For this reason, we have developed a specific module for handling alternative investments in our investment management solution PORTMAN. The module allows for easier reporting, better overview and easier workflows.
Discover how to minimise the operational costs in your Family Office with our PORTMAN solution in this video.
Get a thorough and honest assessment of your setup
Do you want a non-binding business review of your current setup? We’ll help identify the potential of using a Family Office solution and provide honest and professional feedback for improving and optimising existing workflows and processes.
About Family Office
See more blogs, guides and news about Family office here.
Experience the next step in client relationship management
Learn about the benefits of COCKPIT for financial advisors here.
PORTMAN, the professional investment management solution
Learn more about our module-based investment management solution providing you with timely, accurate and complete data.
