Who we are
Yalmar Solutions identified a market gap for consolidated portfolio reporting. We combine technology and financial expertise to provide fully outsourced portfolio management covering all assets.
So that you can focus on your investments instead of building spreadsheet reports.
Team
Hjalmar Vestby Bøe
CEO
15+ years of experience working with portfolio analysis, compliance, system vendors and family offices.
Why we founded Yalmar Solutions
We went looking for a family office reporting platform and couldn’t find one that met our needs. We faced the same challenges everyone does — migrating historical data, integrating with banks, and producing digital reporting. With limited options in the marketplace, we built an in-house solution. That experience inspired us to address the gap for other family offices too.
Initial success, followed by a setback
Our customised software made clients happy, but we ran into the complexity of owner-reporting requirements. We lost a tender to a global vendor and faced COVID-related constraints. Through it all, we stayed committed to the concept.
The success continues
Today the platform offers digital and PDF reporting with custom bank integrations. We create security transactions from bank cash flows for non-bankable assets — direct investments, real estate and private equity — reducing manual tasks and operational errors.
Book your meeting with us
Book a free discovery meeting and let's get to know each other.