Infront Portfolio Manager

The key to successful portfolio management

Infront Portfolio Manager is the flexible portfolio management solution for Private Banking and Wealth Management - on premise or as SaaS.

Do you appreciate everything a portfolio management system can do for you in planning, realising, controlling and reporting portfolios that you manage - but you think that a standard software product cannot cover all your individual requirements and will not appreciably reduce any strain from your working day? We beg to differ.

Portfolio Manager is the perfect portfolio management solution for Private Banking and Wealth Management. The system supports all process stages in portfolio management, wide-ranging chart and security analyses, and flexible customer reporting.

Portfolio Manager can be combined with other Infront products and solutions to simplify your advisory process and become compliant with regulatory requirements.

We support you comprehensively in fulfilling the new minimum compliance requirements prescribed by the Federal Financial Supervisory Authority according to §§ 31 ff. WpHG for investment service companies and enable you with the certification according to IDW PS 880 audit-proof portfolio management.

Benefits at a glance

Infront Portfolio Manager supports all process steps in portfolio management, from planning through implementation to controlling. It gives you the benefits of a standard software solution which can be scaled to your needs as required very flexibly, economically and quickly.

Comprehensive portfolio-rebalancing and ordering
Daily update of price and static data
Numerous analysis and reporting options
No installation and maintenance costs due to cloud services
High integration capability through standardized interfaces

Product sheet

Key Features

Define investment targets, e.g. overall investment strategy
Set investment restrictions, e.g. customer risk affinity
Information evaluation, e.g. analyze market information and compare to benchmarks
Research information, get access to our comprehensive market data universe

Asset allocation
Portfolio construction
Risk adjustment
Order management
Order entry
Mapping of investment processes
Portfolio rebalancing

Performance analysis
Risk analysis
Monitoring of investment targets
Quality control
Management information
Portfolio risk service
Alerting
Modification log

More than 25 standard reports
Conforms to MiFID
Settlement tax taken into consideration
Individually adjustable
Series reporting
Understandable report folders
Scheduled reporting
Document storage

Transaction data and order interfaces

Transaction data is the fuel that drives the Portfolio Manager. Whether it be for client reporting or performance analysis, the transaction data from the portfolios that you manage is needed for all analyses. Accordingly, entering this data in an efficient, timely and accurate manner should be a central concern of any professional asset management. Putting regrouping decisions into practice quickly, accurately and cost-efficiently is equally important. Our interfaces make this a smoother process.

Available Interfaces