Middle Office Services for Insurance Companies, Family Offices, and others with Portman solutions


A number of insurance companies and large family offices have outsourced their Middle Office function to Assure.

This means that we have access to the insurance companies' or Family Offices' portfolio management systems. We feed the systems with data directly and make the appropriate reconciliation of trades and positions and controlling.

This solution allows insurance companies and Family Offices to generate reports directly from their own systems.

Assure's employees have expert knowledge of the Portman portfolio management system and can often quickly help finance functions in insurance companies with system challenges.

Simple and smooth processes despite of complex wealth structures

Contact us and learn more about what we can do for you