Infront Portfolio Management & Advisory | Portfolio management made simple

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Solutions
- The right data. The right tools.
  
  Explore our solutions
- Investment Management Ecosystem
  - Data Intelligence
    Unify market data, valuation, compliance, and structured product issuance in one scalable ecosystem
  - Portfolio Management & Advisory
    Efficient portfolio management and client-centric tools
  - Trading & Investor solutions
    Advanced, scalable trading solutions with tailored user experiences
  - Direkt News Services
    Stay at the forefront of Nordic financial news with real-time updates, featuring professional studio productions and expert market insights that keep investors engaged.
Your Industry
- Wealth
  - Wealth Management
    Infront makes wealth management simpler. Across the entire advisory workflow, for both you and your clients.
  - Advisor
    Manage clients with automated workflows while you focus on relationships.
  - Portfolio Managers
    Turn client needs and market data into custom portfolios with results.
  - Family Offices
    Transform your wealth management with Infront Assetmax. Navigate complexity, ensure compliance, and enhance transparency effectively.
- Brokerage
  - Brokerage
    From specialized brokers to global banks, grow your business with a reliable, intuitive solution that works across all stages of the trading lifecycle.
  - Traders
    Analyse markets, execute trades and keep track of all your positions.
  - Product Managers
    Research markets, design products and manage risk across your trading.
  - Head of Trading
    Track performance and trends, while managing your key market relationships.
Market Data
- Market Data
  - Data Catalogue
    We provide the precision data required for trading, risk, portfolio management, and compliance, without the obligatory feature bloat.
  - Deploy-ready Web Widgets
    Our widgets based approach accelerates time-to-market for digital offerings, reduces maintenance costs, and enhances the client experience.
About Us
- About Infront
  - Our Story
    For decades, Infront has been helping finance pros to make smarter decisions, faster. Discover who we are and what we believe.
  - Careers
    We offer exciting and challenging job opportunities in the financial technology sector. Join an innovative and supportive team, ready to grow with you.
  - Office Locations
    With offices across Europe, we are close to you and we understand your local requirements. Find the Infront office closest to you.
  - Contact Us
    Want to know more about how Infront solutions can benefit you, or ask us a question? Leave your details and our team will contact you shortly.
- Company
  - Investor Relations
    Find all our financial reports, latest announcements and bond information.
  - Leadership Team
    Infront's leadership team guides the company's continued growth, bringing experience from across the financial technology industry.
  - Board of Directors
    The board of directors is responsible for the overall management and supervision of Infront. Find out more about our board.
  - ESG
    Infront has a strong commitment to environmental, social and governance (ESG) to deliver operational efficiency, cost optimisation and financial performance, as well as understanding and mitigating risk.
Resources
- Resources & Insights
  - News
    Read the latest Infront news and insight about wealth management and trading. Engage, learn, and lead with us.
  - Events
    Browse and join events to learn, network and or get a demo of our solutions. Online and in person.
  - Customers Stories
    Read from our customers how Infront WealthTech solutions have helped reshape and transform their wealth management.
  - Customer Support
    Get the support you need, when you need it. We provides direct access to product-specific assistance, documentation, downloads, and technical resources across our solutions.

Take Control of Your Portfolio Management & Advisory Value Chain

Infront portfolio manager solution dashboard

Unify portfolio management, advisory workflows, client reporting, and regulatory compliance in one scalable platform — built for wealth managers, banks, and asset managers operating in complex environments.

Request a Tailored Demo

Trusted by 500+ financial institutions across Europe

500k+

Wealth accounts managed

€200 Billion

AuM within our tools

500+

Clients

Infront's powerful portfolio management solution, combined with a proven advisory service, allows us to manage our asset management and advisory mandates securely and in full compliance at all times. This gives us the agility we need to respond quickly to market changes.

Dr. Peter Porten

CFO, COO and CRO of Nordlux

Solve Portfolio Management & Advisory Challenges at Scale

From multi-custody portfolio consolidation to regulatory advisory workflows, Infront enables financial institutions to streamline operations, stay compliant, and scale efficiently.

Portfolio Management
Banking Scale
Asset Management
Advisory & Client Experience

Manage multi-custody portfolios with full regulatory coverage and automation.

Multi-Custody Portfolio Management & Compliance

Consolidate portfolios across custodians, automate reconciliation, and deliver compliant reporting — all within a single system.

Key Challenges

Fragmented data across custodians
Manual reconciliation processes
Increasing regulatory complexity

Solution

Automated multi-custody portfolio consolidation
Daily reconciliation with discrepancy detection
Integrated compliance (MiFID II / FinSA) and audit trails

Business Impact

Reduced operational overhead
Full transparency across portfolios
Improved reporting efficiency

Proof

Used by wealth managers and family offices to manage complex portfolios across multiple custodians.

man holding a tablet

Scale portfolio management across thousands of accounts with full control.

Scalable Portfolio Management for Banks

Manage large portfolio volumes while integrating seamlessly into existing banking infrastructure.

Key Challenges

High-volume portfolio management
Complex integrations with core banking systems
Need for workflow customization

Solution

Rebalancing across 100,000+ portfolios
Integration with core banking, custody, and OMS systems (FIX)
Deep configurability for bank-specific workflows

Business Impact

Scalable operations without performance bottlenecks
Reduced manual intervention
Seamless system integration

Proof

Trusted by banks managing large-scale portfolio environments with complex workflows.

man holding a tablet

Manage pension fund portfolios and regulatory reporting with confidence.

Portfolio Management & Regulatory Reporting for Asset Managers

Support pension funds and institutional investors with consolidated portfolio views and regulatory-compliant reporting.

Key Challenges

Regulatory reporting requirements
Complex asset consolidation
Governance and reporting demands

Solution

Omnibus portfolio management for pension schemes
Regulatory reporting aligned with supervisory standards
Performance, risk reporting, and cash flow projections

Business Impact

Simplified regulatory reporting
Improved investment transparency
Better decision-making for committees

Proof

Used by asset managers and pension funds to manage and report on complex portfolios.

man holding a tablet

Deliver compliant advisory workflows and modern digital client experiences.

Digital Advisory Workflows & Client Portal

Enable advisors to deliver compliant, efficient advisory processes while providing clients with real-time digital access.

Key Challenges

Regulatory advisory requirements
Inefficient proposal workflows
Increasing demand for digital client access

Solution

Structured advisory workflows with investment proposal management
Automated suitability checks and compliance tracking
White-label client portal with real-time portfolio access

Business Impact

Faster advisory processes
Improved client engagement
Reduced operational queries

Proof

Adopted by advisory teams to digitize client interaction and streamline compliance workflows.

man holding a phone

A Modular Ecosystem for Portfolio Management & Advisory

Deploy a flexible stack covering portfolio management, advisory workflows, client engagement, and data services — fully integrated or standalone.

Infront Assetmax

A cloud-native, browser-based portfolio management platform designed for fast deployment and ease of use.

Key Capabilities

→ Multi-custody portfolio management and reconciliation

→ Integrated compliance (MiFID II / FinSA / AML)

→ Performance analytics and reporting

→ Advisory workflows and client reporting

Benefits

→ Fast time-to-value with cloud deployment

→ Unified portfolio and compliance workflows

→ Reduced operational complexity

Best for: Wealth managers, family offices, and smaller private banks

Infront Portfolio Manager

A highly configurable platform built for large institutions managing complex portfolios and workflows.

Key Capabilities

→ Automated data logistics and reconciliation

→ High-volume rebalancing and model portfolio management

→ Deep customization via scripting (MMTALK)

→ Integration with banking systems (FIX, custody, OMS)

Benefits

→ Scales to large portfolio volumes

→ Tailored to institution-specific workflows

→ Enterprise-grade compliance and risk management

Best for: Banks and large-scale portfolio operations

Advisory & Client Experience Suite

A combination of advisory workflows and digital client portal delivering compliant advisory processes and modern client engagement.

Key Components

→ Investment proposal workflows and suitability checks

→ White-label client portal with real-time portfolio access

→ Secure document exchange and reporting

Benefits

→ Improved advisor efficiency

→ Enhanced client experience

→ Reduced service workload through self-service

Best for: Advisory teams and client-facing organizations

BPO & Data Services

Managed services for data quality, reconciliation, and corporate actions — ensuring reliable, accurate portfolio data.

Key Capabilities

→ Automated data validation and enrichment

→ Transaction-based reconciliation

→ Corporate actions processing

Benefits

→ Reduced operational burden

→ Improved data quality

→ Faster daily workflows

Best for: Firms looking to outsource data operations

A cloud-native, browser-based portfolio management platform designed for fast deployment and ease of use.

Key Capabilities

→ Multi-custody portfolio management and reconciliation

→ Integrated compliance (MiFID II / FinSA / AML)

→ Performance analytics and reporting

→ Advisory workflows and client reporting

Benefits

→ Fast time-to-value with cloud deployment

→ Unified portfolio and compliance workflows

→ Reduced operational complexity

Best for: Wealth managers, family offices, and smaller private banks

A highly configurable platform built for large institutions managing complex portfolios and workflows.

Key Capabilities

→ Automated data logistics and reconciliation

→ High-volume rebalancing and model portfolio management

→ Deep customization via scripting (MMTALK)

→ Integration with banking systems (FIX, custody, OMS)

Benefits

→ Scales to large portfolio volumes

→ Tailored to institution-specific workflows

→ Enterprise-grade compliance and risk management

Best for: Banks and large-scale portfolio operations

A combination of advisory workflows and digital client portal delivering compliant advisory processes and modern client engagement.

Key Components

→ Investment proposal workflows and suitability checks

→ White-label client portal with real-time portfolio access

→ Secure document exchange and reporting

Benefits

→ Improved advisor efficiency

→ Enhanced client experience

→ Reduced service workload through self-service

Best for: Advisory teams and client-facing organizations

Managed services for data quality, reconciliation, and corporate actions — ensuring reliable, accurate portfolio data.

Key Capabilities

→ Automated data validation and enrichment

→ Transaction-based reconciliation

→ Corporate actions processing

Benefits

→ Reduced operational burden

→ Improved data quality

→ Faster daily workflows

Best for: Firms looking to outsource data operations

Infront Portfolio Manager rebalancing

Wealth portal on devices

Smiling man

infront web toolkit

Unify portfolio management, advisory workflows, and client engagement in one scalable platform built for modern financial institutions.

Book a Tailored Demo