Asset management

Vitec asset management systems for efficient portfolio management

Vitec supplies a complete system solution for professional and efficient asset management. Our asset management systems have been chosen by some of the largest professional investors and portfolio managers in the Nordic countries, and we have a long track record of satisfied customers.

Our solutions make it possible to have a constant overview of the positions of complex portfolios and of their returns and risks. This improves your efficiency, so that you can optimise the time that you use on strategically increasing the value for your customers, and it also enhances the efficiency and quality assurance of internal processes. This generates both top-line and bottom-line growth and ensures optimised portfolio management.
We have in-depth knowledge of the industry through longstanding close cooperation with industry players, and we put together a system package that is customised to meet precisely your requirements for:

  • Optimal overview of portfolios with all asset types
  • Online support of customer consultancy services ranging from overall exposure to focus on individual positions
  • Informative reporting of even very extensive and composite portfolios in hard copy or online in your own design
  • Consultancy system for handling customers and customer segments
  • Online access that allows customers to have an overview of their portfolio
  • Optimal handling of all transaction types, market data, key figures and financial ratios for statement of positions, return and risk
  • Handling of several foreign currencies in the same system/same portfolio
  • Efficiency enhancement and automation of day-to-day routines
  • Monitoring and quality assurance, including trailing and checking customer authorisations and all transactions via control and audit trails as well as transaction and log lists
  • Integration with existing system architecture with well-defined interfaces
  • Scaling of business volume for growth strategy support

Vitec asset management systems do not only add value to our customers’ activities. They also have well-defined interfaces that are customised for our customers’ existing system architecture. This makes it possible to reuse important information for portfolio data management, thus avoiding redundancy in connection with storage and updating of data.