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Portagon

Portagon is a premier distribution platform for alternative investments in private markets, offering a comprehensive, standardized end-to-end infrastructure solution. This digital B2B2C platform enhances operational efficiency with secure, scalable solutions, including streamlined digital investor onboarding, aggregated order management, and adherence to the latest regulatory frameworks. Portagon’s unique digital marketplace provides asset managers access to an extensive network of distributors such as wealth managers, banks, wirehouses, and independent financial advisors. Distributors benefit from a digitized, compliant subscription and advisory workflow, reducing time and costs while mitigating liability risks. By making private market investments as accessible and reliable as public market counterparts, Portagon is revolutionizing the private market landscape and driving growth for all stakeholders.

Website: www.portagon.com

LinkedIn: https://www.linkedin.com/company/portagon/about/

  • Services: CRM, Document Automation/ Data Ingestion, Fund Subscription/ Onboarding, LP Portal/ Virtual Data Room, LP Data.

FEATURES ( Please Register To View More Features)

  • Portfolio Monitoring
  • Reporting
  • Data Analytics & Visualization
  • Automated Data Extraction using AI/ML