For a New
Status Quo
in Distribution

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

Gain access to the broadest range of private market assets in Germany.

Fully integrated software solution

Use our software as an all-in-one solution from advisory to subscription.

Data-based distribution management

Collect and manage all data at a glance - using our software you can efficiently manage your entire distribution process.

The Digital All-in-One Solution for

Digital Access to the Private Capital Market

For the first time, you can give your customers digital access to products on the private capital market with a solution-focused brokerage channel.

Less effort through automation: Benefit from paperless processes and manage all your documents digitally.

Strengthen the relationship with your existing customers while digitally attracting new investors at the same time.

Portagon Investment Portal for Asset Managers

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
Advisory Solution

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