Portfolio Management & Advisory Solutions

About

Infront Portfolio Management & Advisory solutions are designed to simplify workflows for Independent Asset Managers, Family Offices and Banks.

Spend more time with your clients and let your WealthTech system handle the rest. Our solutions provide an unmatched mix of multi-custody portfolio management, compliant CRM, advanced trading, market data and dynamic client interaction – all in one integrated, secure and compliant solution.

Easily view and manage portfolios covering:
- Investment goals and restrictions
- Asset allocation
- Performance, exposure and asset overview
- Risk analytics
- Model portfolio rebalancing and ordering
- Multi-custody consolidation and transaction handling via FIX
- Support for non-bankable, such as private equity

This product is intended for

• Wealth Manager
• Wealth Management Advisor
• Portfolio Manager
• Head of Portfolio Management
• Investment Manager