INFRONT FOR WEALTH MANAGEMENT

Build relationships.

Grow investments

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Do more of what matters with a single solution for client relationships, portfolios, and market analysis.
 

Infront WealthTech tools let you work quickly, think freely and give clients your best.

Work faster

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Infront makes wealth management simpler. Across the entire advisory workflow, for both you and your clients.

  • Modular

    Choose only the parts you need. Or add Infront trading, data and other tools.

  • Open

    It connects with your data and apps, and works across desktop, mobile, and web.

  • Intuitive

    Flow through tasks with an interface that makes sense.

Go further

70k+

Professional users

8 billion

data records processed daily

75 years

supporting finance professionals

Feel freer

Keep track of client data from first meeting, through onboarding, portfolio building and regular reporting – all in one place. All with support for the latest market requirements , like MiFID II and FIDLEG.

Easily view and manage all your portfolios, while investors can track their wealth through an end-client portal in your branding.

Explore price data, news and valuations, as well as macroeconomic and money-market data. All customisable to your needs. Plus, Infront’s industry-leading ESG module helps you and your clients understand the sustainability and impact of investments.

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All roles. One solution

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Give the people in your business toolkits tailored to what they do.

Manage existing clients. Welcome new ones. Automate the busy work so you can spend more time on the big work.

 

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Know your clients. Know the markets. Combine that data into custom portfolios that deliver results.
 

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Offer best-in-class digital tools for the modern investor and build a futureproof advisory tech stack.


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See it in action