Classic asset management gone digital

Digitize your customer advice and support for a smoother process for you and your clients. 
Infront Customer Account

 

Infront Customer Account is the first part of a comprehensive solution, which makes it possible to offer classic asset management online. You can provide your entire advisory and support offer in the digital world. Through the Infront Customer Account, your clients have online access to their portfolios, giving them direct insights and prompt online support.

  • Postbox: With the Postbox, customer documents can be made available online directly to the customer - which means that the increasing demands on regulatory requirements (eg loss threshold reporting) can be met.
  • Dashboards: Via Dashboards, the customer gets a fast and interactive overview of the portfolio as well as market developments and up-to-date news.

 

 

Benefits at a glance

Benefits at a glance

  • Comprehensive, interactive online portfolio access
  • Use the postbox for reports, alerts, and much more
  • Simple and understandable display of market data and news
  • Location-independent advice, e.g. via co-browsing
  • Dashboards for a quick overview
2021 comp customer account

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