Denmark’s leading multi Family Office chooses PORTMAN as part of ambitious growth strategy

The client-owned and independent asset management company Artha Kapitalforvaltning continues with their ambitious growth journey. A new investment management solution will ensure further scalability, comprehensive business support and increased value propositions to both clients and advisors.

Artha Kapitalforvaltning (ARTHA) currently has over DKK 17 billion in assets under management, and with the expectation of continued strong growth in the number of clients and AUM, the family office is now gearing up for further growth by investing in a new investment management solution. After a thorough look at the market, Vitec Aloc was the chosen supplier – one of the Nordic region’s leading software companies for capital market solutions.

For ARTHA, the new investment management solution will form the backbone of the whole asset management business and operation, so the choice of the right supplier was absolutely essential.

“We have thoroughly searched the market to find the optimal match in terms of comprehensive business support, more professional and sophisticated reporting, and being able to give our advisors a better and deeper investment overview for managing client investments. With PORTMAN, we get a flexible and scalable set-up, which will play a crucial role in the client and growth journeys we are on,” says Brian Kudsk, CEO, ARTHA.

As well as streamlining the back and middle office and supporting legislation for MiFIR and FAIF, ARTHA will also use the new solution to increase the value proposition when reporting to both clients and the board. PORTMAN’s ‘Client Reporting System’ module ensures more professional reporting, which will enable ARTHA to prepare yield reports that screen client portfolios, thereby providing a detailed overview of what they have invested in and the development of the individual exposure.

The project is now well underway with the implementation of the new solution, including PORTMAN’s corresponding dashboard, COCKPIT Advisor, which will provide ARTHA’s advisors a comprehensive and simple overview of clients’ securities, yields, risks and transactions.   

“We are pleased that ARTHA has chosen PORTMAN as one of the cornerstones of their ambitious journey, and we are very much looking forward to following alongside and being a part of it. Scalability and flexibility once again prove to be key parameters for our clients when choosing a new capital market solution, which only confirms our belief in PORTMAN’s modular concept, making it possible for clients to grow in a cost-effective way,” says Mikkel Rahbek Brunse, CEO, Vitec Aloc.