Infront Customer Account and Postbox
"Dashboards" module or "Postbox" module
The offers you an online postbox and dashboards. The dashboards give your customers digital access to their portfolios. Dashboards provide a simple, comprehensible and quick online overview of market and portfolio data.
Asset statements and performance reports in your own design as well as regulatory reports can be made available to your clients securely and promptly via the associated mailbox. Thanks to tracking mode, you can keep track of what your customer has actually read.
Persons are also registered for directly in the central (online) user account administration when they are created or when their personal properties are edited. This requires the licensed modules "Dashboards" and/or "Postbox" for .