Infront portfolio | Portfolio management made simple

Solutions
- The right data. The right tools.
  
  Explore our solutions
- WealthTech Solutions
  - Trading & Connectivity
    Advanced, scalable trading solutions with tailored user experiences
  - Portfolio Management & Advisory
    Efficient portfolio management and client-centric tools
  - APIs & Data Feeds
    Cost-effective, customizable data feeds with an easy API access
  - Valuation & Risk services
    Quantitative services utilizing top-tier financial expertise and technology
  - Data Display & Analytics
    User-friendly solutions for professionals and private users
  - Customers Case Studies
    Read from our customers how Infront WealthTech solutions have helped reshape and transform their wealth management.
  - Direkt News Services
    Stay at the forefront of Nordic financial news with real-time updates, featuring professional studio productions and expert market insights that keep investors engaged.
Your Industry
- Wealth
  - Wealth Management
    Infront makes wealth management simpler. Across the entire advisory workflow, for both you and your clients.
  - Advisor
    Manage clients with automated workflows while you focus on relationships.
  - Portfolio Managers
    Turn client needs and market data into custom portfolios with results.
  - Digital transformation managers
    Rely on best-in-class digital tools to build a futureproof advisory tech stack.
  - Family Offices
    Transform your wealth management with Infront Assetmax. Navigate complexity, ensure compliance, and enhance transparency effectively.
- Brokerage
  - Brokerage
    From specialized brokers to global banks, grow your business with a reliable, intuitive solution that works across all stages of the trading lifecycle.
  - Traders
    Analyse markets, execute trades and keep track of all your positions.
  - Product Managers
    Research markets, design products and manage risk across your trading.
  - Head of Trading
    Track performance and trends, while managing your key market relationships.
Company

Simplify wealth, maximize potential

Infront portfolio manager solution dashboard

Portfolio Management & Advisory solutions designed to simplify workflows for Independent Asset Managers, Family Offices and Banks.

Get in contact to discuss how we can help grow your business.

Request a demo

Local Partner. European Leader

500+

Clients

500k+

Wealth accounts managed

€200 Billion

AuM within our tools

Redefining wealth management

Our wealth management solutions offer an unmatched mix of multi-custody portfolio management, compliant CRM, advanced trading, and dynamic client interaction, redefining the market standard

Massimo Ferrari

Head of Portfolio Management & Advisory solutions, Infront

From client onboarding to everyday operations

Our Portfolio Management & Advisory solutions streamline client management from onboarding through reporting, ensuring efficiency and compliance at every step

Portfolio management & reporting
Advisory & CRM
Client engagement
BPO services
Regulatory compliance

Become part of the Infront ecosystem

Infront WealthTech solutions allow wealth managers to extend their portfolio and advisory solution with the full spectrum of Infront services:

Curated data catalogue
Powerful market data and analytics tools
Risk and valuation services
Order Management and custody connectivity

WEALTH PORTAL

State-of-the-art in client engagement

Wealth Portal is our white label, cloud-based web application, tailored to empower end-clients to access portfolio information, share documents, and facilitate seamless communication

Learn more

Manage portfolios of any complexity

Easily view and manage portfolios covering:

Investment goals and restrictions
Asset allocation
Performance, exposure and asset overview
Risk analytics
Model portfolio rebalancing and ordering
Multi-custody consolidation and transaction handling via FIX
Support for non-bankables, such as private equity

Request a demo

Comply with regulations

MiFID II and FinSA regulation-compatible CRM with KYC, investor profile forms and document management
AML support including flow-of-fund checks, risk calculation, PEP checks
Suitability and appropriateness checks
Full audit log
EU GDPR and Swiss Data Protection Act compliant

Streamline invoicing and elevate your reporting

Invoicing

Parametrize and calculate management and performance fees
Issue client invoices

Client reporting

Issue modern and configurable client reports in several languages
Brand the reports to match your corporate identity

Request a demo

BPO services

Outsource data excellence

Our data management outsourcing services include:

Automatic detection, correction, enrichment, and normalization of data
Manual intervention for handling non-standard banking information, such as varying formats of corporate actions
Comprehensive data management services to handle daily quality maintenance tasks
Unique transaction-based reconciliation for accurate portfolio impact analysis

APIs for Professional E-Banking

We provide comprehensive access to wealth management functionalities via Web Service APIs.

Features include:

Multi-custody data consolidation, transaction simulation, and rebalancing
PEP checks, fund flow checks, KYC validation, and various financial calculations
Ideal for creating e-banking platforms for professionals or online investment portals

Portfolio Management & Advisory

Local experts. At Your Service.

We have expert teams in:

Nordics
UK
Germany
Switzerland
Benelux
Italy

Ensuring quicker delivery times and access to support and assistance with deep insights into your markets.

Reach out to our local team to explore your use-case.

Get in contact

Keeping you in front

The latest on what's happening in the world of wealth management and brokerage.

Read the latest news