Features for the Infront Advisory Solution

Module "Infront Advisory Solution Portfolio Management"

The two template types "Dashboards" and "Widgets" are only available in conjunction with the "Infront Advisory Solution Portfolio Management" module. In the Infront Portfolio Manager, these are then visible like normal templates in the "Edit templates" dialog box. However, there are various restrictions and special features. Read the following sections for details.

The dashboards for the Infront Advisory Solution described here are to be distinguished from the table templates for the Customer Account ("Dashboards" module). Dashboard templates are also sometimes mentioned there, but these are not used in the Infront Advisory Solution.