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