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Here you'll find the latest news you need to use Infront Portfolio Manager most efficiently. If you have any issues or requests, please use the Service Portal to contact us.

Infront Portfolio Manager

What's new?

22.03.2021 - Portfolio Manager fix pack 6.51.2

Fix pack 6.51.2 provides important bug fixes for portfolio rebalancing and scheduled reporting. For further details on the new features and bug fixes, please refer to the update manual for Infront Portfolio Manager, which is available for customers as PDF file in the "Updates" section within the Closed User Group section.

04.03.2021 - Infront Portfolio Manager fix pack 6.51.1

Optimizations in portfolio rebalancing, transaction list, postbox uploading and customer account upload tables. For further details on the new features and bug fixes, please refer to the update manual for Infront Portfolio Manager, which is available for customers as PDF file in the "Updates" section within the Closed User Group section.

04.03.2021 - PSI Transaction Data 6.51.2

Update 6.51.2 for PSI has been released. For more information, see the update manual, which is available for customers as PDF file in the "Updates" section within the Closed User Group section.

05.02.2021 - Infront Portfolio Manager service pack 6.51 released

Updates for Infront Portfolio Manager 6.51 and Portfolio Sync Interface 6.51.1 are available.

What's new:

  • Upload documents to external Postboxes
  • New Postbox configuration notifications for persons in batch export
  • Persons can now be linked across zones
  • New configure amount orders for security types to generate amount orders in portfolio rebalancing automatically
  • Uploading dashboard templates for the Customer Account can now be carried out using a special job type in the job control

For further details on the new features and bug fixes, please refer to the update manual for Infront Portfolio Manager, which is available when you enter the Closed User Group section.