In this article we will share exciting updates and innovations from Infront.

 

 

WealthTech Solutions
 

Our WealthTech offering continues to evolve, with new features and integrations to enhance your experience. Highlights include: 

• Comprehensive data for wealth management and brokerage
• Powerful tools for data display, analytics, portfolio management, trading, and risk services 
• Significant updates to our Display solutions and upcoming Infront Analytics 
• Continuous refinement of Assetmax Portfolio Management solution 
• Expansion of our WealthPortal for better client engagement 
• Enhanced trading- and data feed solutions

 

 

 

What is Infront WealthTech?
 

Designed with wealth and asset managers in mind, Infront WealthTech solutions cover the entire wealth management workflow, from the global market data and analytics you need to make good investment decisions, to portfolio management and CRM system, tools to meet regulatory reporting requirements, and a wealth portal for a digital, transparent interface for your customers, increasing service quality and customer satisfaction.

 

At the heart of Infront WealthTech is our vast catalogue, packed with essential data for wealth management and brokerage use-cases. It includes global stocks and futures exchanges, native support for all European exchanges, and over 15 million listings. With data from over 600 providers, our data catalogue offers comprehensive insights. Latest major additions include: 
 

• EEX Power Market data 
• CBOE One U.S. exchange 
• Full coverage of sensitivity calculations for the Italian fixed income exchanges and comprehensive illiquid/OTC bond valuation
• Infront Index Indications: global stock and Commodity Indices, calculated by Infront Quant

 

 

What's Happening Across Our WealthTech Solutions?
 

Data Display and Analytics
 

Our innovative Display solutions offer powerful, cost-effective Terminal solutions for all user types, from retail clients to back-office operations. In 2024, we've introduced major updates to our Display solutions, including the Infront Professional Terminal (IPT), the web-based Investment Manager (IM), and Web Trader (WT). New features include: 
 

• S&P estimates data integrations 
• Hi-res screen support 
• Drill-down analysis of global macro economic indicators
• Click trading improvements 
• New fund screeners and admin modules 
• Watchlist and portfolio trackers 
• Updated charts

 

You can read more about the specific solutions and features on Infront helpcenter

 

 

New Infront Analytics – Coming Soon!

 

We're excited to announce the upcoming release of a new Analytics solution at the end of 2024. It is a powerful tool designed for investors to seamlessly access and analyze financial statements data of 45k+ companies. With a redesigned calculation engine and a new widget-based front-end, the new Infront Analytics will streamline investment decisions and enhance advisory workflows. Stay tuned for more updates!  

 

 

 

Portfolio Management & Advisory – Switzerland’s Finest, Now for All of Europe

 

We're continuously refining Assetmax, our next-gen Portfolio Management solution. Collaborating with customers in Switzerland and Germany, we're introducing powerful new features, including: 

• Enhanced cash-flow projection 
• Limit order trading 
• Addition of alternative investments 
• Refined investment proposals 

 

In Q1 2024, we introduced integrations that give our Swiss-based Assetmax customers access to the full Infront data catalogue, enhancing workflows across Portfolio Management and Display solutions. We're also expanding Assetmax into key European markets with tailored improvements for EU customers, including: 

• MiFID target market integration 
• Integration with European custodian banks 
• Order integrations with European banks 
• Customization with user defined fields

 

 

 

WealthPortal – Next Level Client Engagement

 

The Infront Wealth Portal provides investors with effortless access to essential investment information through an intuitive web-based application connected with Infront PMS and Assetmax PMS. Launched in early 2024, it has received tremendous feedback and customer satisfaction. We're continuously enhancing the Wealth Portal with new features, such as: 

• New portfolio widgets, accessible from Data Displays (Investment Manager) 
• New widget layouts 
• Advanced document sharing with clients

 

 

 

Trading & Connectivity
 

We're rolling out Infront trading solutions using powerful front-end display terminals, high-performance connectivity networks, intelligent order management systems, and advanced rule-based order execution. In 2024, we've onboarded several leading clients across Europe, automating and digitizing entire workflows.

New releases include:

• Web-based RSP trading for retail trading users
• Improved RSP admin & statistics dashboard
• Integrating Data Manager Streaming data
• Trading of listed derivatives with trading-power checks, utilizing our new margin calculation engine for EUREX and North American derivative exchanges

 

Data Feeds
 

Our new Data Manager (DM) API offers flexible access to the Infront data catalogue, providing streaming data, request/response access, or end-of-day snapshot file delivery. In the first half of 2024, we've onboarded customers across the Nordics and Germany, enhancing performance, stability, and scalability.  
 

• New GUI tools for easy trial and onboarding
• Expanded documentation
• Onboarding of clients across Europe

 

 

Valuation & Risk Services
 

We're consistently updating our suite of valuation products and services, both for direct client deliveries and to enhance other Infront products across data feeds, display, and trading solutions. Examples for 2024 include: 
 

• Comprehensive valuation for the Italian fixed income market 
• Precise valuation methodologies for indicative index calculations 
• Extended margin calculation service for trading solutions 
• New engine for comprehensive risk calculations 
• Analytics calculation engine for all Infront products 
• Greeks calculation for options contracts 
• Enhanced swap and bond calculator for Data Displays (IM and IPT) 
• Updates and new features for RegFeed, Template Manager, and DocHub 
  
   

 

Final Words
 

For over 30 years, we've developed and integrated superior data, tools, and services, empowering our 3,000+ customers to meet the evolving needs of wealth management and trading clients. Our Infront WealthTech offering is continuously innovated to help you grow your business and stand out in an increasingly competitive market. 

 

We wish you a wonderful summer and an exciting second half of 2024!