Case Study
Portman – Portfolio Management System
Asap Solutions created Portman for a boutique Wealth Management company based in Switzerland.
The client required a portfolio tracking and management system capable of providing clear and concise analysis for its high-net-worth investment customers, including:
- Consolidated positions and current market values
- Portfolio performance with customized analysis
Reports prepared by banks and brokerages are often far too voluminous and complicated – thus, difficult for the average investor to understand.
Furthermore, bank reports fail to present an easy-to-understand overview of clients’ portfolios across institutions, including their value and evolution.
In contrast, the Portman solution and tools succeed in providing customers with a comprehensive view of their portfolios’ performance upon which focused analysis and advice can be derived.
