Simplify wealth, maximize potential

Infront portfolio manager solution dashboard

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.

Local Partner. European Leader




Wealth accounts managed

€200 Billion

AuM within our tools

Redefining wealth management

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
Massimo Ferrari
Head of Portfolio Management & Advisory solutions, Infront

From client onboarding to everyday operations

Our Portfolio Management & Advisory solutions streamline client management from onboarding through reporting, ensuring efficiency and compliance at every step

  • Portfolio management & reporting

  • Advisory & CRM

  • Client engagement

  • BPO services

  • Regulatory compliance

Become part of the Infront ecosystem

Infront WealthTech solutions

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


State-of-the-art in client engagement

Infront wealth portal dashboard

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

Manage portfolios of any complexity

Easily view and manage portfolios covering:

  • Investment goals and restrictions

  • Asset allocation

  • Performance, exposure and asset overview

  • Risk analytics

  • Model portfolio rebalancing and ordering

  • Multi-custody consolidation and transaction handling via FIX

  • Support for non-bankables, such as private equity

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Comply with regulations

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  • 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

Streamline invoicing and elevate your reporting


  • Parametrize and calculate management and performance fees
  • Issue client invoices

Client reporting

  • Issue modern and configurable client reports in several languages
  • Brand the reports to match your corporate identity
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BPO services

Outsource data excellence

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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

APIs for Professional E-Banking

We provide comprehensive access to wealth management functionalities via Web Service APIs.

Features include: 

  • Multi-custody data consolidation, transaction simulation, and rebalancing
  • PEP checks, fund flow checks, KYC validation, and various financial calculations
  • Ideal for creating e-banking platforms for professionals or online investment portals
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Portfolio Management & Advisory

Local experts. At Your Service.

We have expert teams in:

  • Nordics
  • UK
  • Germany
  • Switzerland
  • Benelux
  • Italy

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.

Keeping you in front

The latest on what's happening in the world of wealth management and brokerage.