Investment guidelines

In addition to portfolios, accounts and securities accounts, Infront Portfolio Manager also allows you to manage your clients' investment objectives and investment restrictions. These include, for example, the client's risk affinity and the general investment strategy agreed as part of the asset management agreement. By defining and monitoring individual restrictions, you can set yourself apart from the competition. MiFID means that loss thresholds must be agreed with the client and monitored daily as part of financial portfolio management. In addition, the deposit of a benchmark is mandatory. In addition, the Infront Portfolio Manager offers you input options for notes on client meetings. And with the user-defined fields, almost any customer information can be recorded and evaluated very flexibly.

ESG assessments of investments are also increasingly coming to the fore. Your Infront Portfolio Manager offers the perfect support here too.