Provide your customers with an end-to-end solution

Portfolio Management Systems customers can enjoy a seamlessly integration with Infront, enabling them to track their holdings in real-time in a modern and user-friendly platform.

Key Features

Mobility

Cross-platform: Infront Progressional terminal, Web, and mobile
Alerts: Real-time alerts on portfolio performance and events

Multi-account Management

Overseeing of intra-day performance of multiple portfolios
Easy search of clients' portfolios
Summary of the portfolios' composition and attribution
Main events that will affect the portfolio
Signals on the portfolio using Infront's Motion Detector algorithm

Real-time oversight

Full oversight of the portfolio holdings
News and research
Support for cash and non-traded instruments
Portfolio return attribution
Portfolio characteristics

Deep insight

Fundamental analytics for the portfolio holdings
Backtesting and rebalancing
Performance measures

Documentation

Portfolio upload format