As a wealth advisor in a changing market, it’s important that every stage of your client’s journey is supported by best-in-class digital tools.
From first meeting, through client onboarding, portfolio building and long-term monitoring – Infront covers every step. With every activity centrally managed across a modular platform, adapt and scale the tools you need quickly and cost-effectively.
Our advisory solutions meet the needs of private and retail banking, private wealth management, independent asset managers, foundations and family offices.
Customised to fit into your existing processes, and quickly adapted whenever you need
Record and edit client data in accordance with MiFID
Simulate portfolios to guide investment decisions, then generate product information sheets
Track and store documents to reduce administration, so you can spend more time with clients
Complete your advisory offering with everything from the latest market data to in-depth analytics.