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INFRONT FOR PRODUCT MANAGERS

Streamline invoicing and elevate your reporting

Create best-in-class trading products for your customers with a complete middle-office toolset.

INFRONT FOR PRODUCT MANAGERS

Streamline invoicing and elevate your reporting

Create best-in-class trading products for your customers with a complete middle-office toolset.

INFRONT FOR PRODUCT MANAGERS

Streamline invoicing and elevate your reporting

Create best-in-class trading products for your customers with a complete middle-office toolset.

INFRONT FOR PRODUCT MANAGERS

Streamline invoicing and elevate your reporting

Infront for Product Managers

Market data
Portfolio Management & Reporting
Client engagement
BPO services
Regulatory compliance
Advisory

TESTIMONIALS

Success Stories from our clients

“ The Infront Wealth Portal provides our clients with direct access to essential documents and reports, creating a fully digital solution that greatly simplifies management, oversight, and transparency. ”

Simon Wimmer

Junior Portfolio Manager at Swiss Life Select

“ With Assetmax from Infront we have our customer data and our portfolios under control and can operate the central portfolio management with a significant increase in efficiency. During the introduction phase of Assetmax we were closely accompanied and excellently supported by the Infront team. ”

Niklaus Arnosti

Coo at Consilior AG

“ Infront Assetmax has enabled us to perform precise performance analyses and manage complex investment strategies effectively. We are highly satisfied with the results. ”

Marco Quadri

CIO at Tellco

Questions

Our wealth management solutions offer an unmatched mix of multi-custody portfolio management, compliant CRM, advanced trading, and dynamic client interaction and includes a market data terminal to get access to the data you need. We are redefining the market standard.

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

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

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

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

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

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

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

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

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

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

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

Absolutely. The solution comes with APIs for smooth connections to your inhouse systems for easy data transfer. so you can get information in and out of the system. Of course, we would love that it if you use the complete Infront WealthTech solution including our data.

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Apr 9, 2024

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Exhibition
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Apr 9, 2024

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On-demand
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Apr 9, 2024

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On-demand
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Apr 9, 2024

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On-demand
- Italy
- Online

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Start the conversation

Start the conversation

Don't miss any update

Video Title

INFRONT FOR PRODUCT MANAGERS

Streamline invoicing and elevate your reporting

INFRONT FOR PRODUCT MANAGERS

Streamline invoicing and elevate your reporting

INFRONT FOR PRODUCT MANAGERS

Streamline invoicing and elevate your reporting

INFRONT FOR PRODUCT MANAGERS

Streamline invoicing and elevate your reporting

TESTIMONIALS

What are the benefits of Infront WealthTech Solutions?

How does Infront ensure regulatory compliance?

Our wealth management solutions offer an unmatched mix of multi-custody portfolio management, compliant CRM, advanced trading, and dynamic client interaction and includes a market data terminal to get access to the data you need. We are redefining the market standard.

MiFID II and FinSA regulation-compatible CRM with KYC, investor profile forms and document managementAML support including flow-of-fund checks, risk calculation, PEP checksSuitability and appropriateness checksFull audit logEU GDPR and Swiss Data Protection Act compliant

Absolutely. The solution comes with APIs for smooth connections to your inhouse systems for easy data transfer. so you can get information in and out of the system. Of course, we would love that it if you use the complete Infront WealthTech solution including our data.

How does Infront ensure regulatory compliance?

How does Infront ensure regulatory compliance?

How does Infront ensure regulatory compliance?

How does Infront ensure regulatory compliance?

How does Infront ensure regulatory compliance?

How does Infront ensure regulatory compliance?

How does Infront ensure regulatory compliance?

Can Infront integrate with existing systems?

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