For a New
portagon enables you to access the broadest range of
private market assets. Modernize your B2B2C distribution
and evolve the ways you interact with your clients to meet
the needs of a new generation of investors.
Benefits at a Glance
Access to investment products
Fully integrated software solution
Data-based distribution management
The Digital All-in-One Solution for
The Changing Financial Advisory Sector
With an expected increase in legal requirements for the advisory process, portagon’s digital ecosystem covers financial advisory, distribution, and subscription. Our goal is to enable financial advisors to stay focused on their clients in an increasingly complex legal environment.
The Advisory Suite: Transform Your Advisory Business with portagon’s Fully Integrated Digital
For IFAs: Distribute the Products You Want with Ease and Efficiency
portagon’s Advisory Suite provides IFAs with the freedom to select which products they want to distribute, while offering access to the largest selection of illiquid assets on the German private capital market. With portagon’s fast and seamless software integration, IFAs can start using the platform in no time.
For Wholesale: Customize Your Sales Process with portagon’s Consultation and Tailored Software
Wholesale clients benefit from portagon’s individualized consultation process, where the software is tailored to meet their specific needs. The focus is on targeted standardization and control of sales processes, resulting in greater efficiency and profitability.
For liability umbrellas: Ensure Compliance with portagon’s Tailored Solutions
For liability umbrellas, portagon offers customized solutions that meet specific compliance requirements, mitigating legal and regulatory risks.
A Selection of Fund Issuers Offering Products on portagon's Platform