Portfolio migration

With program version 5.00, a new portfolio model was introduced in the Infront Portfolio Manager. The existing data is backed up when the database is upgraded. This data, which was previously found in the owner, custody account and portfolio properties, must then be transferred to the new portfolio model.

The integrated portfolio migration wizard helps you with the migration.

Portfolio migration can be carried out several times and is also possible for individual owners.

When the database is transferred, existing portfolio data is extracted from the owner, custody account and portfolio and stored in a backup table. Existing portfolios are deleted in the process.

The most important steps at a glance:

1. Database transfer
2. Portfolio Migration Assistant
3. Show portfolio migration conflicts
4. Individual migration (optional)
5. Conclusion