INFRONT SOLUTIONS FOR PORTFOLIO MANAGERS
Empower Smarter Portfolio Decisions with Infront
Portfolio managers face rising client expectations, volatile markets, and complex regulatory demands.
Infront’s portfolio management solutions provide a unified platform that simplifies operations, enhances transparency, and enables confident, data‑driven investment decisions.
The Complete Portfolio Management System
By consolidating data, automating workflows, manage client satisfaction and streamlining compliance tasks, we help you:
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Deliver strong investment performance under market uncertainty
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Maintain compliance with FinSA, MiFID II, SFDR and other evolving regulation
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Reduce manual tasks and operational risk
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Manage multi‑custody portfolios and diverse asset classes efficiently
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Ensure data integrity and timely reporting
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Meet client expectations for transparency and digital engagement
A Unified Front-to-Back solution
Infront PMS is a Swiss‑engineered, cloud‑based portfolio management system developed by former asset management professionals. It connects front, middle, and back‑office processes across:
Manage client relationships, digital onboarding, suitability, and compliance checks directly in the platform.
Built‑in risk metrics, mandate calculators, ESG support, and automated alerts aligned with FinSA, MiFID II, and AML requirements.
Generate pixel‑perfect reports and branded statements in multiple languages, accessible via the Infront WealthPortal (web and mobile).
Streamline trades through FIX connectivity, group transaction handling, and multi‑order routing to global brokers.
Automate management and performance fee calculation, invoicing, and reconciliation down to the last cent.
