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Data maintenance

On the "Data maintenance" tab in the Infront Portfolio Manager ribbon you will find all the important functions for managing extensive data of all kinds.


Here you can create objects such as portfolio profiles, securities or various folders, start the entry screen for transactions or PSI Transaction Data directly or enter prices manually.

Manage banks and advisors, maintain transaction data, securities and other objects and constantly monitor the quality of the data.

Siehe auch:

Manage clients/portfolios
Investment guidelines
Manage transactions
Manage securities
Manage other objects
Data status
Rates and factors
Data migration
Change tracking
Info Center
Data update Infront Portfolio Manager
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