Infront makes wealth management simpler. Across the entire advisory workflow, for both you and your clients.
Choose only the parts you need. Or add Infront trading, data and other tools.
It connects with your data and apps, and works across desktop, mobile, and web.
Flow through tasks with an interface that makes sense.
data records processed daily
supporting finance professionals
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.
Give the people in your business toolkits tailored to what they do.