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Private Banking

Private Banking solutions for effective client management

With PORTMAN we provide a solution for managing Private Banking and assets professionally and efficiently. Our solutions are scalable, and we have a track record of handling more than 100,000 portfolios with very high customer satisfaction.

We have intimate knowledge of the sector from close cooperation over many years with the largest banks and boutique managers in the Nordic region. Our solution encompasses the following business disciplines, among others:

 

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PORTMAN for Private Banking offers:
  • A flexible and scalable solution for servicing ultra high net wealth individuals as well as more standard wealthy clients
  • Mobile apps and customised reports that can be adapted to your corporate identity and marketing
  • Help being MiFID II compliant and effective system support for other critical business processes.

 

When you collaborate with us, you get:

  • Eye level dialogue with a Nordic partner who knows the financial sektor
  • A cost-efficient, flexible easy-to-use solution – proven and reliable over many years
  • And access to a community with like-minded peers.

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“Vitec Aloc’s business strength is that they know the sector as well as they do. This is not necessarily detailed knowledge about the individual banks, but an overview of what is happening and trending in the sector now and often also in the future."

Sophie Jacobsen, Senior Team Manager, Private Banking Elite clients, Danske Bank.

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“We are really happy with this collaboration. Vitec Aloc is proactive, and they know us as a bank, they know their products and, finally, they know what is trending in the financial sector. Without a shadow of doubt, I can say that we are extremely satisfied with our collaboration.”

Esben Bøgeholdt Kæmpegaard, Head of Wealth Products at Handelsbanken.

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