PORTMAN – Investment Management solution
PORTMAN is a standard system made up of integrated modules. PORTMAN supports front-to-back office procedures efficiently.
You can automate daily routines and integrate STP with depositary banks, data providers, trading platforms and ERP systems. You get an online overview of positions, asset allocation, yields, risk, etc. and a solution that requires few resources to operate, maintain and upgrade. Our subscription-based model ensures the system gets regular updates.
PORTMAN allows reporting – to clients, management and the authorities – to be customised, or based on standard reports, mobile and desktop apps, and dashboards.
PORTMAN is available as SaaS/hosted or as a local installation.
Integrated Modules
PORTMAN consists of dedicated integrated modules and features to support:
Integrations
PORTMAN is an open solution that can be easily integrated with other systems and service providers:
Asset classes
PORTMAN supports the most prevalent asset classes:
- Cash Instruments – such as fixed income, equities and funds including look-through
- Derivatives – such as Futures, Options, Forwards and SWAPs
- Direct Loans
- Cash Accounts
- Alternative Investments
- Security Financing Transactions – such as Repo and Securities Lending
“In contrast to many of the bigger alternatives, PORTMAN is a particularly open system. It is possible to see what is hidden beneath the bonnet, so to speak. Perhaps even more importantly, however, it is also possible to connect PORTMAN directly to PensionDanmark’s other systems."
Anders Bruun, CFO and with responsibility for funds reporting in PensionDanmark.
Read the case >
Let's have a talk?
Mikkel S. Lyngbye
Chief Sales Officer
+45 2999 7141
mikkel.lyngbye@vitecsoftware.com
Read more about the solutions for:
Asset Management >
Bank Treasury >
Family Office >
Private Banking >
Pension & Insurance >
Read more about our online dashboard for investment advisors, management and end clients: