Simplify Architecture, Strengthen Security

Escape vendor sprawl and integration debt. Infront's unified platform consolidates your wealth management technology stack into a single architecture that reduces complexity and ensures security, while strengthening governance and compliance.

IQ risk overview

Architecture Built for Control

IQ risk overview
  • Consolidate vendor sprawl: Replace fragmented point solutions with one comprehensive platform, simplifying integration and vendor management across your entire technology stack
  • Strengthen security governance: Centralised architecture eliminates security gaps between systems
  • Focus on innovation: Reduce maintenance overhead from legacy integrations and redirect IT budget from keeping systems running to driving business innovation

Proven Wealth Management Infrastructure

Single codebase, unified data model and consolidated security framework replace multiple point solutions. One vendor relationship means one integration strategy and predictable roadmap planning.

Full audit trails, centralised access control and traceable data flows ensure security and compliance at every step. Simplify audits and strengthen governance with end-to-end visibility.

Infront Assetmax supports over 120 custodian bank connections through a range of standardised interfaces. By managing the complexity of different formats – from files to FIX and APIs – Infront ensures smooth, reliable data integration across your entire architecture.

Multi-tenant wealth-as-a-service platform, delivered through cloud infrastructure located entirely in the EU and Switzerland. The result is greater efficiency, strong cybersecurity and enables full compatibility with DORA regulations.

Trusted by 500+ wealth management firms

Infront WealthTech solutions | Clients testimonials | Swiss Life
Infront WealthTech solutions | Clients testimonials | Consilior AG
Infront WealthTech solutions | Clients testimonials | Tellco


Navigate the Future of Wealth Management Technology

 

As client expectations evolve toward digital-first experiences and wealth transfer accelerates, CTOs must architect systems that balance innovation with stability. This comprehensive guide outlines the technology requirements for modern wealth management success.

FAQs

Our wealth management solutions offer an unmatched mix of multi-custody portfolio management, compliant CRM, advanced trading, and dynamic client interaction and includes a market data terminal to get access to the data you need. We are redefining the market standard.

 
  • 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

Absolutely. The solution comes with APIs for smooth connections to your inhouse systems for easy data transfer. so you can get information in and out of the system. Of course, we would love that it if you use the complete Infront WealthTech solution including our data.