Private Banking
Get inspired by our selection of videos, guides and blogs on how to increase your value proposition and service high-net-worth clients.
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Let's enhance your company's competitiveness
We use our more than 35 years of industry knowledge to provide you with an effective investment management solution meeting your needs today and in the future.
whitepaper
Get ready for the investment market of the future
How to strengthen your private banking value proposition.
WEBINAR ON-DEMAND
Private Banking
How to create more value for your Private Banking customers.
BLOG
Get geared for growth
Be ready to handle more customers with increased profitability.
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Five benefits of using PORTMAN and COCKPIT
An investment management solution fitted for any need.
PRODUCT BROCHURE
PORTMAN, the professional investment management solution
A module-based investment management solution tailored to your specific needs and requirements.
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An experienced partner
We are big enough to trust, but small enough to care.
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35 years of experience developing effective investment management solutions
Product development is the core of our business and who we are.
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ESG and sustainability within investment management
Four important aspects of ESG and sustainability.
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Experience the next step in client relationship management
Act faster and be more proactive with COCKPIT Advisor
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Meet and exceed the growing demands of your clients
Enhance client experience with COCKPIT Client site.
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PORTMAN Tax Reporting
Optimise your clients’ tax payments with our investment management solution.
