Grow client relationships – and their portfolios

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.

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Efficient, compliant, easy-to-use

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

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Part of the platform

Complete your advisory offering with everything from the latest market data to in-depth analytics.

  • Market data

  • Trading

  • Portfolio

  • Analytics

  • Order routing

  • Advisory

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See it in action