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Family Office

Solutions for risk management, performance measurement, compliance and regulatory reporting

With PORTMAN we provide a complete solution for professional and efficient asset management for Family Offices. Our solution is being used by several key players in the Nordic region.

Our Family Office solution encompasses these business disciplines, among others. All in one integrated solution that covers front-to-back.

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Our PORTMAN solution supports all prevalent asset classes. We also have a dedicated module for managing Alternative Investments. 

PORTMAN for Family Office offers:

  • Improved and streamlined workflows, to free up more time to generate yields and advise your board
  • As a portfolio manager, an intuitive and clear overview of your strategies, securities, yields, composition, transactions etc.
  • The option to offer your board easy access to the same overview, on various platforms – making reporting easy.

When you collaborate with us, you get:

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

“I think it is important to stress that we really appreciate that Vitec Aloc is not a business where employees come and go – we work together with the same people over many years.”

Lotte Halse, Investment Controller at Lundbeckfonden

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citationstegn.png"We use PORTMAN in our business, where we provide services that make it easier to manage assets for our customers (...) Therefore, having a solid, reliable and efficient solution as a foundation is central to us.”

Klaus Breitenstein, CEO & Partner at Assure Wealth