PORTMAN

Ensure operational security and quality in your Family Office data

It is difficult to get a combined and correct overview of all the investments in a Family Office.

Our investment management solution PORTMAN is designed to help you achieve a full overview fast and efficiently. 

Not only will this make it easier to manage performance, allocations and exposure. It will also guarantee operational security and quality in your data.

With our module-based PORTMAN solution, you can get the exact features you need to handle investments, compliance issues and private equity investments.

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.

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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.