Customer profiling in the Infront Portfolio Manager
This chapter contains a description of customer profiling in the Infront Portfolio Manager.
For portfolios, owners and individuals, the "Investment Profile Entry" module in Infront Portfolio Manager can be used to enter and manage client profiling data in the profiling service.
You are always informed about the current status of the technical availability of the MiFID II services in the Infront Portfolio Manager via the display in the status bar .
In this chapter you will find out what options you have directly in the Infront Portfolio Manager regarding the profiling service.
With the alternative module "Direct Investment Profile Entry" you can enter an investment profile directly via the context menu of a portfolio in the Infront Portfolio Manager Explorer.
If necessary, please also read the section Enter investment profile for portfolio with "Direct investment profile entry" module.
Siehe auch: