Infront Advisory Solution
Supports all stages in your advisory process
The Infront Advisory Solution supports your need across your advisory process in private and retail banking, private wealth management, independent asset management, foundations and family offices.
The Infront Advisory Solution is the latest addition to our market-leading range of Portfolio Management Solutions. The solution is specifically tailored to client advisors and relationship managers, and can be customised to meet user requirements and your individual processes in the areas of investment advice, asset management, middle and back office.
All processes are based on a single platform: identical data and order interfaces as well as (customised) analyses and reports are provided consistently across different user groups. This allows you to implement our systems or single modules quickly and cost-effectively and ensures investment reliability.
With our in-depth financial and technical know-how, we are continuously improving the various modules of Advisory Solution. The individual components are fully integrated and meet the corresponding current standards.
Benefits at a glance
Benefits at a glance
- High-quality, structured applications for various users
- High responsiveness to changing requirements
- Legally compliant consulting documentation
- Better differentiation makes you more competitive
- Easy handling and navigation
- Revision security and historicization

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Infront Portfolio Manager
Highlights
- Comprehensive portfolio-rebalancing and ordering
- Numerous analysis and reporting options
- High integration capability through standardized interfaces
- On-premise or as SaaS