Groups

In addition to the custody account objects holder, account, custody account and portfolio, there are also groups in the Infront Portfolio Manager. They are used to combine several holders or securities accounts. This not only serves the structural organization of many holders and/or securities accounts, but also offers the possibility of calling up all evaluations quickly and easily for the holders or securities accounts grouped in this way.

This allows you to combine all the securities accounts of a family or an investment advisor, for example. This gives you an easy overview of all the funds you manage.

Siehe auch:

Create groups

Group properties

Set up groups

Edit groups

Consolidated evaluation with groups

Series evaluations with tables