Press release Wednesday Oct 6, 2021

Asset managers can now place their orders electronically at V-Bank with the Infront portfolio management system

V Bank
  • Fully integrated order workflow
  • Less manual effort resulting in fewer errors
  • Immediate access with no additional project effort due to standard interface

Infront announced that a fully integrated order process has been implemented in its  portfolio management system in cooperation with V-BANK.

Infront Portfolio Manager is a flexible solution for portfolio management in private banking, asset management and wealth management - on-premise or as s SaaS solution. It supports all phases of portfolio management, from planning to implementation and control.

With the connection to V-BANK, the bank of asset managers and market leader in the German custodian market, users of the current version of Infront Portfolio Management can place orders directly from Infront Portfolio Manager. Block orders can also be placed via the new connection. Automatic matching of settled transactions with open orders via the Portfolio Sync Interface enables a fully integrated order workflow.

"Thanks to the connection, the proven rebalancing workflow including pre-trade checks in Infront Portfolio Manager is now even more efficient. The fully integrated order process replaces manual steps and reduces the risk for mistakes. It also frees up time for wealth and asset managers, which they can use for customer contact, for example. Since our solutions for wealth and asset managers typically use standard interfaces, this can easily be enabled without additional project effort, says Torsten Reischmann, Executive Director Product Management Portfolio & Advisory Solutions, Infront.

"Most of our asset managers use Infront Portfolio Management. Therefore, an important step in our digitization strategy was to create a corresponding order interface. Digitization and automation reduce the time required for all parties involved, improve quality and free up space for personal customer contact," emphasized Stefan Lettmeier, Board Member for Production at V-BANK.

Infront innovates flexible financial market solutions to help financial professionals find the information they’re looking for to make more informed decisions – faster, easier, smarter. In addition to portfolio management solutions, Infront offers a powerful combination of global market data, news, analytics and trading together with integrated solutions for data feeds, advisory, and regulatory compliance and calculations.

 

By Christiane Kaczmarek

christiane.kaczmarek@infrontfinance.com