16 JUNE 2026
AI Built for Wealth Managers: Infront Launches MCP and Agentic Workspace
Wealth managers spend too much of the day on their systems and not enough with their clients. Preparing for a single meeting can take half a day, pulling data from portfolios, CRM and markets before the conversation even begins. The work that creates value – your advice and judgement – always gets squeezed.
That’s why we are bringing AI into Infront solutions to take the routine load off investment professionals and free up that time for more valuable work. Our approach pairs the trusted data and workflows our clients rely on with AI that works built into them, so technology handles the routine and professionals apply their judgement where it counts.
We are excited to announce that our new MCP server and agentic Workspace are now in pilot with selected clients.
MCP: Query Your Data with Claude, ChatGPT and More
The Infront MCP server lets you ask your portfolio and client data questions in English, German or French and get the answer back in seconds.
MCP is an open standard that can connect your data to the AI tools you already use, such as Claude, Copilot or ChatGPT. This keeps setup fast and means there’s nothing new to learn. Just connect to our MCP and start prompting.
Connect your everyday AI assistant directly to your data
For example, you might ask which clients are most exposed to a falling sector, or request a rebalancing note based on a client's recent activity, without the usual hunt through several screens.
Agentic Workspace: Let It Do the Work
The Agentic Workspace goes further. Rather than answer a question and hand the next task back to you, it completes the task itself. It is agentic, which means it can do a job from start to finish.
Ask it to prepare for a client meeting and the brief is ready. Share your notes afterwards and it writes up the contact protocol and files it. Give it a bank statement and it pulls out the positions and updates the records.
Agentic Workspace comes with more than 40 agents built for everyday wealth management tasks, each writing its results straight back into portfolio and client records through 19 two-way integrations.
No decision is delegated to AI without human confirmation, and all tools have been designed to meet key Swiss and EU regulations – more on this later.
Automate routine tasks with agents, from daily briefings to quarterly letters
More Time for Clients, More Confidence in the Numbers
The benefits are simple: hours back, and more confidence in what you act on.
When a client calls, the answer is a quick question away. Reports and letters go out on time, as agents automatically compile them based on your schedule. Management can see how the book is performing in real time. And the hours freed up go back where they belong, on clients and on the judgement only you can bring.
You can also trust the outputs. Because Agentic Workspace works from your own data and shows the source behind every answer, you are acting on fact rather than guesswork. A general-purpose chatbot cannot offer that, with no access to your systems and no way to prove where its answer came from.
Built to Meet FINMA, nFADP and the EU AI Act
For regulated firms, any tool is useless unless the compliance holds up. With Agentic Workspace, it does.
Key safety and compliance features include:
- Swiss or EU hosted: Client data stays in the country you choose and is never used to train outside models
- Audit trail: Every action is logged and open to audit, including a full reasoning chain
- Data privacy: Any identifiers are stripped before external model access
- Human oversight: All actions require confirmation via ‘human in the loop’ (HITL) gates
- Regulation ready: Compliant with FINMA, nFADP and the EU AI Act. ISO 27001 certified sub-processor
Compliance isn’t a feature. It is the architecture of the Agentic Workspace.
Infront AI generating a rebalancing proposal
Bringing AI to Trading and Data Display
These new AI modules are only the first step as we build AI into our solutions wherever it adds real value for clients. We are extending the same approach to our other solutions, taking more of the manual work off your hands and putting financial data within easier reach.
For our data display solutions, an AI Assistant is in internal testing now, with a pilot for Investment Manager users to follow. The AI Assistant helps to make sense of what is shown in your market data overview, as well as guide you through all Infront data and features you have access to. It's always grounded in our own data and can help you solve complex screening questions. Just describe the type of dashboard you want and (after your manual approval) the assistant will create it. In early 2027 we will launch the AI Assistant across our other trading and investor solutions, including Infront Professional Terminal, enabling use cases including trading portfolio analysis, AI assisted rebalancing, and correlations and spread analyses.
Across our solutions, we are also working on a range of generative AI features and modules to bring to market. These will serve use cases such as interacting with your data, extracting it and delivering it through natural conversation rather than menus. We will share more details about each when it is ready.
What's Coming, and How to Follow It
MCP and Agentic Workspace will be available as additional modules for Assetmax customers from Q4 2026. The modules are also in development for our Portfolio Manager solution.
For the latest news about Infront products, sign up for email updates and we will let you know as AI and other new features roll out across our solutions.
