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The Leading Distribution Platform for Alternatives in Private Markets.

Robust, scalable, compliant – more transactions, more assets under management, and faster growth.

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What is portagon?

The All-in-One Solution for Alternative Investments.

portagon offers you a digital distribution platform that enables efficient processes and interaction between financial institutions and private investors at an institutional level.

As an all-in-one solution, we provide access to the best ecosystem with over 350 wholesalers and IFAs, valuable investor insights (revenue intelligence) as well as a community and knowledge hub.

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The all-in-one solution for your growth.

Set Your New Standards for Excellence.

Financial institutions and intermediaries as well as private investors benefit from a seamlessly integrated digital platform of unparalleled efficiency.

  • Outstanding positioning in a highly competitive market.

    Transitioning to a multidimensional distribution model.

  • Increasing AUM through access to an unparalleled ecosystem.

    The platform for financial institutions and private markets investors.

  • Obtaining revenue intelligence through investor insights.

    Knowing customer preferences for better products and faster growth.

Compliant. Performant. Robust.

Features that Simplify Your Process.

Digitized Investor Onboarding

  • Integrated KYC/AML
  • Digital registration and documentation
  • Customizeable applications
  • White-label and mobile applications

Investment Portal

  • Investor management
  • Direct and personal contact to investor
  • White-label and mobile applications

Digital Marketplace

  • Connects product providers and financial intermediaries
  • ESG-compliant products
  • Over 350 wholesalers and independent financial advisors

Reporting & Analytics

  • Valuable investors insights
  • Fund management in one place
  • Performance overview for financial indermediaries

App Integration

A Selection of our Partner Ecosystem.

Seamless integration for maximized efficiency: Connect your application effortlessly with other systems and optimize your workflows.

ISO 27001 certified.

We adhere to the highest global security standards.

Regular penetration tests.

Security experts conduct regular penetration tests to uncover potential security flaws.

GDPR compliant.

We assist our customers in complying with GDPR regulations.

Secure hosting.

Our hosting partners commit to the highest security standards – certified according to OSP and SOC.

Security

We take Security Seriously.

Your sensitive data effectively protected: Encrypted data transmission, access control, and security audits on a regular basis.