WEBINAR
Description
The Infront Wealth Portal is how your clients see their wealth: portfolios, documents and reports in one secure digital place. Now it is getting a set of new features that will benefit both wealth managers and end clients, and we would like to show you them first.
In this 30-minute session, we will demonstrate enhanced mobile support for portfolio managers, so you can stay on top of client portfolios wherever you are, and improved communication capabilities that make it easier to reach your end clients through the portal. You will see everything live, on screen, as your clients and your team would use it.
Sami Kanso, Infront Account Manager and client engagement expert, will walk through the new features, highlight valuable use cases for wealth managers and answer your questions.
Webinar information
Thursday 17 September 2026
14:00 - 14:30 CEST
Online
What Wealth Portal clients say
“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 Austria
"With Infront’s Wealth Portal, we provide our clients with a fully branded interface and optimized data presentation."
Thomas Abel, Managing Director of Honoris Treuhand GmbH
