Portfolio Management & Advisory solutions designed to simplify workflows for Independent Asset Managers, Family Offices and Banks.
Get in contact to discuss how we can help grow your business.
Wealth accounts managed
AuM within our tools
Our wealth management solutions offer an unmatched mix of multi-custody portfolio management, compliant CRM, advanced trading, and dynamic client interaction, redefining the market standard
Our Portfolio Management & Advisory solutions streamline client management from onboarding through reporting, ensuring efficiency and compliance at every step
Infront WealthTech solutions allow wealth managers to extend their portfolio and advisory solution with the full spectrum of Infront services:
Curated data catalogue
Powerful market data and analytics tools
Risk and valuation services
Order Management and custody connectivity
Wealth Portal is our white label, cloud-based web application, tailored to empower end-clients to access portfolio information, share documents, and facilitate seamless communication
Easily view and manage portfolios covering:
Investment goals and restrictions
Performance, exposure and asset overview
Model portfolio rebalancing and ordering
Multi-custody consolidation and transaction handling via FIX
Support for non-bankables, such as private equity
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
Our data management outsourcing services include:
Automatic detection, correction, enrichment, and normalization of data
Manual intervention for handling non-standard banking information, such as varying formats of corporate actions
Comprehensive data management services to handle daily quality maintenance tasks
Unique transaction-based reconciliation for accurate portfolio impact analysis
We provide comprehensive access to wealth management functionalities via Web Service APIs.
Local experts. At Your Service.
We have expert teams in:
Ensuring quicker delivery times and access to support and assistance with deep insights into your markets.
Reach out to our local team to explore your use-case.