MT Finance began working with Portman Tech shortly after its inception, when both businesses were still very small. At that time, MT Finance had just a handful of employees, with James joining as one of the company’s first ten, and they relied on technology that suited a start-up but could not support future scale.
As the company expanded – now with over 100 staff and more than £1 billion in assets under management – it needed IT systems that were robust, secure, and capable of handling the demands of a financial institution. The challenge was not only about replacing early-stage tools, but also about ensuring technology could evolve in line with rapid growth and increasing regulatory and security requirements.
From the outset, Portman Tech became MT Finance’s outsourced IT department, managing infrastructure, security, and consultancy. As MT Finance’s needs grew, we guided them through key transitions – moving from basic file-sharing and early online systems to a robust infrastructure including on-premise servers, multi-location data backups, real-time monitoring, and comprehensive cyber security.
Today, the relationship continues to evolve. We are now supporting MT Finance in adopting AI agents within Microsoft to automate core business tasks – a project that reflects both companies’ forward-looking approach. Regular bi-monthly meetings between James and the Portman Tech team ensure the IT roadmap is continually updated to align with business priorities.
The partnership has always been about more than technical fixes. By taking the time to understand MT Finance’s business, Portman Tech can anticipate challenges and look ahead – something James feels larger providers cannot match.
“It’s really only by them understanding our business that they’re able to look forward at what the next challenges might be. With a larger organisation, it would be far more cookie-cutter and we’d lose out on the nuance and subtlety that’s needed in driving a successful IT strategy.”
The long-term partnership has enabled MT Finance to scale securely and efficiently. With Portman Tech managing infrastructure and cyber security, the business has been able to focus on growth, confident that its systems can support expansion.
What makes the relationship work is Portman Tech’s ability to grow alongside MT Finance – developing from a small IT provider into a partner capable of supporting a major financial institution, while maintaining the same relationship-first ethos that defined the partnership from the beginning.
Choosing Portman Tech has given MT Finance a partner who understands their infrastructure in detail and can integrate new solutions into the overall framework of the business. As Portman Tech continues to evolve, MT Finance benefits from a partner that is both technically capable and deeply aligned with their long-term success.
"Portman Tech has been with us since the very beginning, when both of our businesses were small. Over the years, we’ve grown to a hundred people and over a billion in assets under management, and they’ve grown with us.
What makes them different is that they don’t just provide IT support – they take the time to understand our business and build relationships with the people here. That’s what allows them to anticipate future challenges and tailor solutions that really fit us.
With a larger provider, it would all be far more cookie-cutter, but with Portman Tech, we get the nuance and subtlety that’s needed to drive a successful IT strategy."
